Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,892 | $47,848+31.4% | $81,473-22.8% | $70,126-10.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 10.77% | 27.25%-16.5pp | 38.78%-28.0pp | 73.15%-62.4pp |
| Employer contribution / active EE | $6,054 | $1,527+296.4% | $2,568+135.8% | $2,343+158.4% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,314 | $3,145-26.4% | $4,561-49.3% | $4,645-50.2% |