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 | $20,893 | $65,712-68.2% | $57,196-63.5% | $273,972-92.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -1.00% | 22.01%-23.0pp | 14.59%-15.6pp | 41.46%-42.5pp |
| Employer contribution / active EE | $3,271 | $3,280-0.3% | $2,683+21.9% | $4,869-32.8% |
| Participant deferral / active EE | $4,874 | $3,782+28.9% | $3,096+57.4% | $5,287-7.8% |
| Admin fee / account holder | $13,829 | $4,838+185.9% | $3,141+340.3% | $10,133+36.5% |