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 | $40,818 | $67,411-39.4% | $91,004-55.1% | $70,126-41.8% |
| Participation rate | 96.0% | 71.4%+24.6pp | 75.6%+20.4pp | 69.5%+26.5pp |
| Annual return | 7.48% | -40.16%+47.6pp | 4.60%+2.9pp | 73.15%-65.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,639 | $2,823+28.9% | $3,548+2.6% | $3,332+9.2% |
| Admin fee / account holder | $2,366 | $4,236-44.1% | $5,417-56.3% | $4,645-49.1% |