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 | $44,343 | $86,940-49.0% | $102,434-56.7% | $80,935-45.2% |
| Participation rate | 97.3% | 72.4%+24.9pp | 76.5%+20.8pp | 67.7%+29.6pp |
| Annual return | -25.73% | 18.89%-44.6pp | 29.46%-55.2pp | 35.66%-61.4pp |
| Employer contribution / active EE | $1,622 | $2,370-31.6% | $3,023-46.4% | $2,757-41.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,067 | $8,047-86.7% | $9,462-88.7% | $6,924-84.6% |