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 | $68,035 | $81,331-16.3% | $155,534-56.3% | $80,935-15.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | -3.37% | 33.37%-36.7pp | 64.92%-68.3pp | 35.66%-39.0pp |
| Employer contribution / active EE | $1,410 | $3,105-54.6% | $4,675-69.8% | $2,757-48.8% |
| Participant deferral / active EE | $2,267 | $3,454-34.4% | $5,630-59.7% | $4,299-47.3% |
| Admin fee / account holder | $1,043 | $7,999-87.0% | $15,900-93.4% | $6,924-84.9% |