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 | $51,340 | $81,870-37.3% | $119,634-57.1% | $68,490-25.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.99% | -23.82%+4.8pp | -14.98%-4.0pp | -7.85%-11.1pp |
| Employer contribution / active EE | $4,549 | $2,692+69.0% | $4,232+7.5% | $2,597+75.2% |
| Participant deferral / active EE | $4,393 | $4,148+5.9% | $5,601-21.6% | $4,028+9.1% |
| Admin fee / account holder | $762 | $6,583-88.4% | $10,329-92.6% | $5,403-85.9% |