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 | $55,126 | $78,423-29.7% | $95,964-42.6% | $79,856-31.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -2.50% | 19.37%-21.9pp | 91.64%-94.1pp | 31.71%-34.2pp |
| Employer contribution / active EE | $5,644 | $1,945+190.1% | $2,541+122.1% | $2,471+128.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $17,551 | $5,622+212.2% | $6,797+158.2% | $5,306+230.8% |