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 | $37,684 | $83,908-55.1% | $68,509-45.0% | $125,389-69.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -5.61% | 14.48%-20.1pp | 8.27%-13.9pp | 282.24%-287.8pp |
| Employer contribution / active EE | $2,019 | $3,031-33.4% | $2,278-11.3% | $4,866-58.5% |
| Participant deferral / active EE | $6,160 | $4,125+49.3% | $3,382+82.1% | $5,352+15.1% |
| Admin fee / account holder | $1,476 | $8,982-83.6% | $5,275-72.0% | $9,541-84.5% |