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 | $27,304 | $72,273-62.2% | $101,275-73.0% | $79,856-65.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.64% | 22.30%-26.9pp | 46.48%-51.1pp | 31.71%-36.4pp |
| Employer contribution / active EE | $2,352 | $2,691-12.6% | $3,660-35.7% | $2,471-4.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,163 | $4,401-28.1% | $5,948-46.8% | $5,306-40.4% |