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 | $62,987 | $73,787-14.6% | $98,716-36.2% | $82,448-23.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 9.45% | 18.57%-9.1pp | 31.81%-22.4pp | 41.64%-32.2pp |
| Employer contribution / active EE | $5,764 | $1,511+281.4% | $2,279+153.0% | $2,551+126.0% |
| Participant deferral / active EE | $2,591 | $3,081-15.9% | $4,048-36.0% | $4,139-37.4% |
| Admin fee / account holder | $11,392 | $6,500+75.3% | $8,703+30.9% | $7,234+57.5% |