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 | $57,720 | $124,425-53.6% | $112,040-48.5% | $137,256-57.9% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.5%+18.0pp | 80.0%+14.5pp |
| Annual return | 7.31% | 24.72%-17.4pp | 24.52%-17.2pp | 220.34%-213.0pp |
| Employer contribution / active EE | $11,111 | $3,411+225.7% | $2,954+276.1% | $4,156+167.3% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,562 | $15,207-83.1% | $12,098-78.8% | $12,270-79.1% |