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 | $137,337 | $91,019+50.9% | $392,568-65.0% | $72,976+88.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | -7.00% | 20.00%-27.0pp | 24.42%-31.4pp | 81.02%-88.0pp |
| Employer contribution / active EE | $1,591 | $2,751-42.2% | $3,783-57.9% | $2,440-34.8% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,608-100.0% |
| Admin fee / account holder | $995 | $4,895-79.7% | $6,260-84.1% | $5,124-80.6% |