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 | $52,646 | $115,911-54.6% | $100,530-47.6% | $158,950-66.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -3.27% | 34.80%-38.1pp | 30.89%-34.2pp | 302.91%-306.2pp |
| Employer contribution / active EE | $1,468 | $4,104-64.2% | $3,418-57.1% | $4,762-69.2% |
| Participant deferral / active EE | $2,003 | $6,676-70.0% | $6,271-68.1% | $5,983-66.5% |
| Admin fee / account holder | $153,514 | $10,999+1295.7% | $8,083+1799.2% | $11,248+1264.8% |