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 | $41,639 | $106,115-60.8% | $85,969-51.6% | $125,388-66.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -6.07% | 13.93%-20.0pp | 9.32%-15.4pp | 282.24%-288.3pp |
| Employer contribution / active EE | $2,277 | $4,537-49.8% | $3,474-34.5% | $4,866-53.2% |
| Participant deferral / active EE | $5,451 | $4,859+12.2% | $3,829+42.3% | $5,352+1.9% |
| Admin fee / account holder | $450 | $8,144-94.5% | $6,053-92.6% | $9,541-95.3% |