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 | $74,809 | $60,349+24.0% | $74,184+0.8% | $62,881+19.0% |
| Participation rate | 96.8% | 72.7%+24.0pp | 76.6%+20.2pp | 69.3%+27.5pp |
| Annual return | -18.49% | 21.38%-39.9pp | 17.74%-36.2pp | 20.14%-38.6pp |
| Employer contribution / active EE | $12,200 | $1,680+626.1% | $2,370+414.7% | $2,281+434.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,526 | $4,261-17.3% | $5,586-36.9% | $4,296-17.9% |