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 | $65,008 | $77,976-16.6% | $81,367-20.1% | $125,389-48.2% |
| Participation rate | 93.3% | 83.3%+10.1pp | 82.3%+11.0pp | 83.2%+10.1pp |
| Annual return | -5.09% | -2.85%-2.2pp | -0.92%-4.2pp | 282.24%-287.3pp |
| Employer contribution / active EE | $16,784 | $4,366+284.5% | $3,930+327.1% | $4,866+244.9% |
| Participant deferral / active EE | $6,070 | $5,646+7.5% | $5,383+12.8% | $5,352+13.4% |
| Admin fee / account holder | $1,606 | $12,476-87.1% | $8,926-82.0% | $9,541-83.2% |