Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $48,391 | $113,941-57.5% | $94,229-48.6% | $125,389-61.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.62% | 5.29%-9.9pp | 10.68%-15.3pp | 282.24%-286.9pp |
| Employer contribution / active EE | $3,235 | $4,727-31.6% | $3,587-9.8% | $4,866-33.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,455 | $8,392-58.8% | $6,269-44.9% | $9,541-63.8% |