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 | $77,470 | $112,300-31.0% | $90,223-14.1% | $125,389-38.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -5.61% | -0.57%-5.0pp | 1.31%-6.9pp | 282.24%-287.9pp |
| Employer contribution / active EE | $1,854 | $5,181-64.2% | $4,378-57.7% | $4,866-61.9% |
| Participant deferral / active EE | $10,600 | $6,733+57.4% | $5,792+83.0% | $5,352+98.1% |
| Admin fee / account holder | $5,802 | $10,990-47.2% | $7,406-21.7% | $9,541-39.2% |