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 | $70,635 | $135,956-48.0% | $123,894-43.0% | $273,972-74.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -2.49% | 56.63%-59.1pp | 47.52%-50.0pp | 41.46%-43.9pp |
| Employer contribution / active EE | $8,558 | $5,170+65.5% | $4,617+85.4% | $4,869+75.8% |
| Participant deferral / active EE | $2,936 | $6,343-53.7% | $5,984-50.9% | $5,287-44.5% |
| Admin fee / account holder | $7,492 | $9,817-23.7% | $8,357-10.4% | $10,133-26.1% |