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 | $34,280 | $99,345-65.5% | $84,753-59.6% | $273,972-87.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -7.25% | 22.93%-30.2pp | 22.78%-30.0pp | 41.46%-48.7pp |
| Employer contribution / active EE | $3,170 | $4,214-24.8% | $3,574-11.3% | $4,869-34.9% |
| Participant deferral / active EE | $5,625 | $4,270+31.7% | $3,712+51.5% | $5,287+6.4% |
| Admin fee / account holder | $775 | $6,645-88.3% | $5,333-85.5% | $10,133-92.4% |