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 | $69,636 | $97,020-28.2% | $83,327-16.4% | $135,380-48.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.91% | 12.31%-22.2pp | 10.64%-20.5pp | 519.81%-529.7pp |
| Employer contribution / active EE | $9,079 | $4,144+119.1% | $3,379+168.7% | $4,779+90.0% |
| Participant deferral / active EE | $11,217 | $5,964+88.1% | $5,565+101.5% | $5,609+100.0% |
| Admin fee / account holder | $10,033 | $8,426+19.1% | $7,540+33.1% | $10,828-7.3% |