Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,379 | $102,245-85.9% | $89,340-83.9% | $137,256-89.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | -1.86% | 21.89%-23.8pp | 20.57%-22.4pp | 220.34%-222.2pp |
| Employer contribution / active EE | $1,328 | $2,529-47.5% | $2,231-40.5% | $4,156-68.1% |
| Participant deferral / active EE | $1,660 | $4,436-62.6% | $3,823-56.6% | $6,407-74.1% |
| Admin fee / account holder | $2,565 | $8,085-68.3% | $6,704-61.7% | $12,270-79.1% |