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 | $42,885 | $94,529-54.6% | $140,019-69.4% | $64,181-33.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -14.88% | 7.77%-22.7pp | 651.15%-666.0pp | 7.63%-22.5pp |
| Employer contribution / active EE | $3,681 | $3,812-3.5% | $5,605-34.3% | $2,381+54.6% |
| Participant deferral / active EE | $5,915 | $5,250+12.7% | $6,927-14.6% | $3,470+70.5% |
| Admin fee / account holder | $1,326 | $6,741-80.3% | $10,705-87.6% | $4,887-72.9% |