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 | $38,679 | $60,349-35.9% | $74,184-47.9% | $62,881-38.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -11.39% | 21.38%-32.8pp | 17.74%-29.1pp | 20.14%-31.5pp |
| Employer contribution / active EE | $1,779 | $1,680+5.9% | $2,370-24.9% | $2,281-22.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,372 | $4,261+96.5% | $5,586+49.9% | $4,296+94.9% |