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 | $87,264 | $97,881-10.8% | $80,004+9.1% | $125,389-30.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -4.79% | 9.36%-14.1pp | 7.63%-12.4pp | 282.24%-287.0pp |
| Employer contribution / active EE | $3,571 | $3,128+14.2% | $2,473+44.4% | $4,866-26.6% |
| Participant deferral / active EE | $1,380 | $3,744-63.1% | $3,204-56.9% | $5,352-74.2% |
| Admin fee / account holder | $3,707 | $6,278-41.0% | $5,033-26.4% | $9,541-61.2% |