Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $75,825 | $81,504-7.0% | $102,437-26.0% | $80,959-6.3% |
| Participation rate | 77.8% | 66.9%+10.9pp | 74.5%+3.3pp | 67.7%+10.1pp |
| Annual return | -8.53% | 25.60%-34.1pp | 24.95%-33.5pp | 35.67%-44.2pp |
| Employer contribution / active EE | $12,732 | $3,104+310.2% | $3,871+228.9% | $2,757+361.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,892 | $6,719+2.6% | $8,388-17.8% | $6,925-0.5% |