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 | $64,371 | $113,941-43.5% | $94,229-31.7% | $125,389-48.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.54% | 5.29%-8.8pp | 10.68%-14.2pp | 282.24%-285.8pp |
| Employer contribution / active EE | $6,316 | $4,727+33.6% | $3,587+76.1% | $4,866+29.8% |
| Participant deferral / active EE | $15,429 | $5,179+197.9% | $4,320+257.1% | $5,352+188.3% |
| Admin fee / account holder | $756 | $8,392-91.0% | $6,269-87.9% | $9,541-92.1% |