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 | $68,040 | $86,288-21.1% | $111,306-38.9% | $85,851-20.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | -2.45% | 19.99%-22.4pp | 54.67%-57.1pp | 318.63%-321.1pp |
| Employer contribution / active EE | $7,371 | $2,044+260.7% | $2,732+169.8% | $2,565+187.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,619 | $8,189-68.0% | $7,966-67.1% | $6,261-58.2% |