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 | $59,130 | $105,866-44.1% | $90,766-34.9% | $134,545-56.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -23.29% | -10.99%-12.3pp | -12.16%-11.1pp | 418.37%-441.7pp |
| Employer contribution / active EE | $3,293 | $3,464-4.9% | $2,922+12.7% | $4,742-30.5% |
| Participant deferral / active EE | $1,972 | $5,217-62.2% | $4,565-56.8% | $6,401-69.2% |
| Admin fee / account holder | $3,641 | $13,938-73.9% | $8,446-56.9% | $11,431-68.1% |