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 | $112,971 | $64,729+74.5% | $112,263+0.6% | $68,490+64.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -25.26% | -11.40%-13.9pp | 27.49%-52.8pp | -7.85%-17.4pp |
| Employer contribution / active EE | $3,094 | $2,746+12.7% | $3,636-14.9% | $2,597+19.2% |
| Participant deferral / active EE | $6,334 | $3,566+77.6% | $4,729+33.9% | $4,028+57.3% |
| Admin fee / account holder | $895 | $5,222-82.9% | $6,410-86.0% | $5,403-83.4% |