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 | $61,769 | $127,387-51.5% | $115,038-46.3% | $125,389-50.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.52% | 31.28%-34.8pp | 26.14%-29.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $3,353 | $5,166-35.1% | $4,608-27.2% | $4,866-31.1% |
| Participant deferral / active EE | $5,880 | $6,423-8.5% | $6,026-2.4% | $5,352+9.9% |
| Admin fee / account holder | $347 | $9,516-96.3% | $8,175-95.7% | $9,541-96.4% |