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 | $56,426 | $65,704-14.1% | $94,229-40.1% | $59,633-5.4% |
| Participation rate | 80.0% | 72.1%+7.9pp | 78.8%+1.2pp | 68.7%+11.3pp |
| Annual return | -2.72% | 5.22%-7.9pp | 10.68%-13.4pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $1,838 | $2,021-9.0% | $3,587-48.7% | $2,203-16.5% |
| Participant deferral / active EE | $3,676 | $3,143+17.0% | $4,320-14.9% | $3,192+15.2% |
| Admin fee / account holder | $644 | $4,265-84.9% | $6,269-89.7% | $4,297-85.0% |