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 | $39,273 | $106,115-63.0% | $85,969-54.3% | $125,389-68.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -4.19% | 13.93%-18.1pp | 9.32%-13.5pp | 282.24%-286.4pp |
| Employer contribution / active EE | $1,805 | $4,537-60.2% | $3,474-48.1% | $4,866-62.9% |
| Participant deferral / active EE | $4,393 | $4,859-9.6% | $3,829+14.7% | $5,352-17.9% |
| Admin fee / account holder | $1,699 | $8,144-79.1% | $6,053-71.9% | $9,541-82.2% |