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 | $70,903 | $127,387-44.3% | $115,038-38.4% | $125,389-43.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.92% | 31.28%-36.2pp | 26.14%-31.1pp | 282.24%-287.2pp |
| Employer contribution / active EE | $2,206 | $5,166-57.3% | $4,608-52.1% | $4,866-54.7% |
| Participant deferral / active EE | $8,764 | $6,423+36.4% | $6,026+45.4% | $5,352+63.8% |
| Admin fee / account holder | $1,089 | $9,516-88.6% | $8,175-86.7% | $9,541-88.6% |