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 | $106,855 | $65,712+62.6% | $57,196+86.8% | $273,972-61.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -2.18% | 22.01%-24.2pp | 14.59%-16.8pp | 41.46%-43.6pp |
| Employer contribution / active EE | $7,273 | $3,280+121.7% | $2,683+171.1% | $4,869+49.4% |
| Participant deferral / active EE | $5,380 | $3,782+42.2% | $3,096+73.7% | $5,287+1.7% |
| Admin fee / account holder | $2,637 | $4,838-45.5% | $3,141-16.0% | $10,133-74.0% |