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 | $28,339 | $108,285-73.8% | $77,552-63.5% | $158,982-82.2% |
| Participation rate | 94.4% | 64.4%+30.0pp | 54.2%+40.3pp | 82.0%+12.5pp |
| Annual return | -0.47% | 31.69%-32.2pp | 54.82%-55.3pp | 302.99%-303.5pp |
| Employer contribution / active EE | $5,947 | $1,325+348.8% | $987+502.7% | $4,763+24.9% |
| Participant deferral / active EE | $3,586 | $2,455+46.0% | $1,861+92.7% | $5,983-40.1% |
| Admin fee / account holder | $9,180 | $3,709+147.5% | $2,859+221.1% | $11,252-18.4% |