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 | $58,530 | $95,453-38.7% | $112,040-47.8% | $82,448-29.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 6.57% | 23.92%-17.3pp | 24.52%-17.9pp | 41.64%-35.1pp |
| Employer contribution / active EE | $1,607 | $2,318-30.7% | $2,954-45.6% | $2,551-37.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,593 | $9,013-37.9% | $12,098-53.8% | $7,234-22.7% |