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 | $21,051 | $43,338-51.4% | $59,887-64.8% | $64,173-67.2% |
| Participation rate | 84.0% | 69.2%+14.8pp | 74.7%+9.3pp | 69.6%+14.4pp |
| Annual return | -8.63% | -1.55%-7.1pp | 3.46%-12.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,244 | $2,030-38.7% | $2,722-54.3% | $2,381-47.7% |
| Participant deferral / active EE | $3,267 | $2,547+28.2% | $3,402-4.0% | $3,470-5.8% |
| Admin fee / account holder | $991 | $3,007-67.1% | $3,591-72.4% | $4,887-79.7% |