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 | $44,978 | $71,480-37.1% | $90,782-50.5% | $64,173-29.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -9.67% | -4.25%-5.4pp | -3.42%-6.3pp | 7.63%-17.3pp |
| Employer contribution / active EE | $2,748 | $3,415-19.5% | $4,105-33.1% | $2,381+15.4% |
| Participant deferral / active EE | $7,046 | $4,302+63.8% | $5,366+31.3% | $3,470+103.1% |
| Admin fee / account holder | $4,418 | $6,309-30.0% | $5,908-25.2% | $4,887-9.6% |