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 | $49,024 | $76,551-36.0% | $123,894-60.4% | $62,881-22.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -14.61% | 18.68%-33.3pp | 47.52%-62.1pp | 20.14%-34.8pp |
| Employer contribution / active EE | $14,335 | $2,882+397.3% | $4,617+210.5% | $2,281+528.5% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,375 | $4,826-30.1% | $8,357-59.6% | $4,296-21.4% |