Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $65,663 | $72,269-9.1% | $101,271-35.2% | $79,852-17.8% |
| Participation rate | 86.1% | 68.5%+17.6pp | 75.8%+10.3pp | 69.6%+16.5pp |
| Annual return | 0.26% | 22.29%-22.0pp | 46.48%-46.2pp | 31.72%-31.5pp |
| Employer contribution / active EE | $4,096 | $2,692+52.2% | $3,660+11.9% | $2,471+65.8% |
| Participant deferral / active EE | $4,416 | $3,282+34.6% | $4,371+1.0% | $3,740+18.1% |
| Admin fee / account holder | $12,016 | $4,401+173.0% | $5,948+102.0% | $5,306+126.4% |