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 | $63,205 | $77,816-18.8% | $123,549-48.8% | $64,181-1.5% |
| Participation rate | 95.7% | 74.7%+20.9pp | 82.3%+13.4pp | 69.6%+26.1pp |
| Annual return | -39.75% | 12.49%-52.2pp | 119.20%-159.0pp | 7.63%-47.4pp |
| Employer contribution / active EE | $23,046 | $3,014+664.6% | $4,628+398.0% | $2,381+868.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,974 | $5,519-9.9% | $9,284-46.4% | $4,887+1.8% |