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 | $31,852 | $98,240-67.6% | $82,312-61.3% | $147,586-78.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | -3.05% | 30.85%-33.9pp | 25.88%-28.9pp | 578.59%-581.6pp |
| Employer contribution / active EE | $3,606 | $3,192+13.0% | $2,428+48.5% | $4,876-26.1% |
| Participant deferral / active EE | $5,458 | $4,383+24.5% | $3,706+47.3% | $5,439+0.4% |
| Admin fee / account holder | $4,764 | $8,563-44.4% | $5,608-15.0% | $10,886-56.2% |