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 | $28,655 | $72,273-60.4% | $101,275-71.7% | $79,856-64.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -0.94% | 22.30%-23.2pp | 46.48%-47.4pp | 31.71%-32.6pp |
| Employer contribution / active EE | $4,358 | $2,691+61.9% | $3,660+19.1% | $2,471+76.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,040 | $4,401-76.4% | $5,948-82.5% | $5,306-80.4% |