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 | $40,032 | $57,140-29.9% | $85,240-53.0% | $80,959-50.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | -5.41% | 21.71%-27.1pp | 66.75%-72.2pp | 35.67%-41.1pp |
| Employer contribution / active EE | $2,122 | $1,802+17.8% | $2,735-22.4% | $2,757-23.0% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,727 | $4,992-45.4% | $6,165-55.8% | $6,925-60.6% |