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 | $66,427 | $48,267+37.6% | $68,794-3.4% | $68,495-3.0% |
| Participation rate | 87.7% | 60.7%+27.1pp | 69.0%+18.7pp | 67.9%+19.8pp |
| Annual return | -23.19% | -12.70%-10.5pp | -6.37%-16.8pp | -7.84%-15.3pp |
| Employer contribution / active EE | $8,422 | $1,829+360.4% | $2,656+217.1% | $2,596+224.3% |
| Participant deferral / active EE | $2,476 | $2,867-13.6% | $3,941-37.2% | $4,028-38.5% |
| Admin fee / account holder | $1,659 | $4,362-62.0% | $4,934-66.4% | $5,403-69.3% |