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 | $44,363 | $50,947-12.9% | $74,551-40.5% | $64,173-30.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -10.24% | -1.85%-8.4pp | 32.53%-42.8pp | 7.63%-17.9pp |
| Employer contribution / active EE | $5,151 | $1,115+361.8% | $1,961+162.7% | $2,381+116.4% |
| Participant deferral / active EE | $4,677 | $2,302+103.2% | $3,108+50.5% | $3,470+34.8% |
| Admin fee / account holder | $344 | $4,221-91.8% | $5,059-93.2% | $4,887-93.0% |