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 | $45,871 | $97,027-52.7% | $83,323-44.9% | $135,382-66.1% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | -12.99% | 12.31%-25.3pp | 10.63%-23.6pp | 519.77%-532.8pp |
| Employer contribution / active EE | $10,090 | $4,143+143.5% | $3,379+198.6% | $4,779+111.1% |
| Participant deferral / active EE | $6,904 | $5,964+15.7% | $5,565+24.1% | $5,609+23.1% |
| Admin fee / account holder | $391 | $8,427-95.4% | $7,539-94.8% | $10,829-96.4% |