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 | $47,345 | $73,863-35.9% | $143,797-67.1% | $68,490-30.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.20% | 0.91%-21.1pp | -0.04%-20.2pp | -7.85%-12.3pp |
| Employer contribution / active EE | $4,789 | $3,185+50.4% | $4,952-3.3% | $2,597+84.4% |
| Participant deferral / active EE | $2,622 | $3,385-22.5% | $5,638-53.5% | $4,028-34.9% |
| Admin fee / account holder | $8,592 | $5,756+49.3% | $14,679-41.5% | $5,403+59.0% |