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 | $75,624 | $153,311-50.7% | $109,313-30.8% | $273,972-72.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -12.53% | 29.86%-42.4pp | 22.07%-34.6pp | 41.46%-54.0pp |
| Employer contribution / active EE | $1,290 | $5,619-77.0% | $3,892-66.9% | $4,869-73.5% |
| Participant deferral / active EE | $3,272 | $3,932-16.8% | $3,166+3.3% | $5,287-38.1% |
| Admin fee / account holder | $626 | $8,076-92.3% | $5,666-89.0% | $10,133-93.8% |