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 | $48,057 | $140,578-65.8% | $100,671-52.3% | $125,389-61.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.90% | 24.67%-28.6pp | 20.43%-24.3pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,906 | $5,965-68.0% | $4,012-52.5% | $4,866-60.8% |
| Participant deferral / active EE | $6,972 | $3,981+75.1% | $3,144+121.8% | $5,352+30.3% |
| Admin fee / account holder | $5,019 | $6,716-25.3% | $4,850+3.5% | $9,541-47.4% |