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 | $30,094 | $91,179-67.0% | $178,499-83.1% | $79,852-62.3% |
| Participation rate | 97.7% | 69.2%+28.5pp | 81.9%+15.8pp | 69.6%+28.1pp |
| Annual return | -0.28% | 24.19%-24.5pp | 151.10%-151.4pp | 31.72%-32.0pp |
| Employer contribution / active EE | $3,178 | $3,256-2.4% | $5,011-36.6% | $2,471+28.6% |
| Participant deferral / active EE | $1,682 | $3,236-48.0% | $5,202-67.7% | $3,740-55.0% |
| Admin fee / account holder | $666 | $6,749-90.1% | $13,986-95.2% | $5,306-87.4% |