Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,654 | $65,712-79.2% | $57,196-76.1% | $273,972-95.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -3.51% | 22.01%-25.5pp | 14.59%-18.1pp | 41.46%-45.0pp |
| Employer contribution / active EE | $1,855 | $3,280-43.4% | $2,683-30.9% | $4,869-61.9% |
| Participant deferral / active EE | $2,097 | $3,782-44.5% | $3,096-32.3% | $5,287-60.3% |
| Admin fee / account holder | $7,684 | $4,838+58.8% | $3,141+144.7% | $10,133-24.2% |