Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,296 | $166,089-80.6% | $164,928-80.4% | $145,978-77.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 1.78% | 100.26%-98.5pp | 70.08%-68.3pp | 550.52%-548.7pp |
| Employer contribution / active EE | $3,451 | $5,276-34.6% | $4,343-20.5% | $4,662-26.0% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,653 | $16,641-90.1% | $12,684-87.0% | $13,400-87.7% |