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 | $110,844 | $48,300+129.5% | $40,145,923-99.7% | $62,881+76.3% |
| Participation rate | 100.0% | 62.0%+38.0pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | -0.97% | 6.95%-7.9pp | 5.24%-6.2pp | 20.14%-21.1pp |
| Employer contribution / active EE | $4,558 | $1,333+241.9% | $1,844+147.2% | $2,281+99.8% |
| Participant deferral / active EE | $5,607 | $2,388+134.8% | $2,591+116.4% | $3,203+75.1% |
| Admin fee / account holder | $2,408 | $2,919-17.5% | $2,903-17.1% | $4,296-43.9% |