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 | $38,137 | $86,938-56.1% | $102,423-62.8% | $80,925-52.9% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+19.0pp | 67.7%+27.9pp |
| Annual return | -38.53% | 18.89%-57.4pp | 29.42%-68.0pp | 35.65%-74.2pp |
| Employer contribution / active EE | $3,180 | $2,369+34.2% | $3,023+5.2% | $2,756+15.4% |
| Participant deferral / active EE | $3,781 | $4,120-8.2% | $5,054-25.2% | $4,299-12.1% |
| Admin fee / account holder | $3,774 | $8,053-53.1% | $9,455-60.1% | $6,940-45.6% |