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 | $58,941 | $92,219-36.1% | $76,766-23.2% | $135,382-56.5% |
| Participation rate | 95.0% | 79.8%+15.2pp | 77.0%+18.0pp | 82.6%+12.4pp |
| Annual return | -9.91% | 5.46%-15.4pp | 2.43%-12.3pp | 519.77%-529.7pp |
| Employer contribution / active EE | $874 | $3,216-72.8% | $2,485-64.8% | $4,779-81.7% |
| Participant deferral / active EE | $5,038 | $4,508+11.7% | $3,851+30.8% | $5,609-10.2% |
| Admin fee / account holder | $1,251 | $10,749-88.4% | $6,675-81.3% | $10,829-88.4% |