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 | $74,402 | $181,896-59.1% | $156,551-52.5% | $273,972-72.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.69% | 30.74%-32.4pp | 32.23%-33.9pp | 41.46%-43.1pp |
| Employer contribution / active EE | $3,196 | $6,248-48.9% | $5,501-41.9% | $4,869-34.4% |
| Participant deferral / active EE | $3,994 | $5,550-28.0% | $4,871-18.0% | $5,287-24.5% |
| Admin fee / account holder | $67,509 | $15,560+333.9% | $13,028+418.2% | $10,133+566.3% |