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 | $30,163 | $64,729-53.4% | $112,263-73.1% | $68,490-56.0% |
| Participation rate | 96.9% | 67.2%+29.7pp | 75.1%+21.8pp | 67.9%+29.0pp |
| Annual return | -21.71% | -11.40%-10.3pp | 27.49%-49.2pp | -7.85%-13.9pp |
| Employer contribution / active EE | $6,912 | $2,746+151.7% | $3,636+90.1% | $2,597+166.2% |
| Participant deferral / active EE | $2,007 | $3,566-43.7% | $4,729-57.6% | $4,028-50.2% |
| Admin fee / account holder | $684 | $5,222-86.9% | $6,410-89.3% | $5,403-87.3% |