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 | $37,901 | $127,387-70.2% | $115,038-67.1% | $125,389-69.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.07% | 31.28%-39.3pp | 26.14%-34.2pp | 282.24%-290.3pp |
| Employer contribution / active EE | $5,874 | $5,166+13.7% | $4,608+27.5% | $4,866+20.7% |
| Participant deferral / active EE | $9,510 | $6,423+48.1% | $6,026+57.8% | $5,352+77.7% |
| Admin fee / account holder | $2,662 | $9,516-72.0% | $8,175-67.4% | $9,541-72.1% |