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 | $101,935 | $54,162+88.2% | $68,612+48.6% | $64,173+58.8% |
| Participation rate | 98.3% | 68.1%+30.3pp | 72.2%+26.1pp | 69.6%+28.7pp |
| Annual return | -8.88% | -1.62%-7.3pp | -4.63%-4.3pp | 7.63%-16.5pp |
| Employer contribution / active EE | $7,647 | $1,846+314.2% | $2,625+191.3% | $2,381+221.2% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,951 | $4,029-1.9% | $5,131-23.0% | $4,887-19.2% |