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 | $36,645 | $211,946-82.7% | $169,452-78.4% | $135,382-72.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.53% | 3.26%-13.8pp | 1.83%-12.4pp | 519.77%-530.3pp |
| Employer contribution / active EE | $4,692 | $5,117-8.3% | $4,157+12.9% | $4,779-1.8% |
| Participant deferral / active EE | $15,497 | $6,075+155.1% | $5,277+193.7% | $5,609+176.3% |
| Admin fee / account holder | $5,074 | $11,472-55.8% | $9,110-44.3% | $10,829-53.1% |