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 | $69,380 | $72,273-4.0% | $101,275-31.5% | $79,856-13.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -0.57% | 22.30%-22.9pp | 46.48%-47.1pp | 31.71%-32.3pp |
| Employer contribution / active EE | $10,129 | $2,691+276.4% | $3,660+176.7% | $2,471+309.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,208 | $4,401-49.8% | $5,948-62.9% | $5,306-58.4% |