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 | $116,884 | $105,623+10.7% | $87,502+33.6% | $273,972-57.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -1.62% | 12.26%-13.9pp | 12.21%-13.8pp | 41.46%-43.1pp |
| Employer contribution / active EE | $3,681 | $3,141+17.2% | $2,550+44.4% | $4,869-24.4% |
| Participant deferral / active EE | $675 | $3,601-81.3% | $3,149-78.6% | $5,287-87.2% |
| Admin fee / account holder | $32,810 | $4,781+586.3% | $4,221+677.4% | $10,133+223.8% |