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 | $63,524 | $56,894+11.7% | $84,753-25.0% | $62,881+1.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -0.87% | 6.30%-7.2pp | 22.78%-23.7pp | 20.14%-21.0pp |
| Employer contribution / active EE | $5,807 | $2,400+142.0% | $3,574+62.5% | $2,281+154.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13,429 | $3,581+275.0% | $5,333+151.8% | $4,296+212.6% |