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 | $55,103 | $182,442-69.8% | $163,379-66.3% | $138,895-60.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | -0.74% | 72.74%-73.5pp | 63.41%-64.1pp | 145.39%-146.1pp |
| Employer contribution / active EE | $4,014 | $4,159-3.5% | $3,752+7.0% | $4,194-4.3% |
| Participant deferral / active EE | $7,175 | $6,817+5.3% | $6,282+14.2% | $6,396+12.2% |
| Admin fee / account holder | $633 | $10,396-93.9% | $9,818-93.6% | $12,562-95.0% |