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 | $25,803 | $77,638-66.8% | $156,551-83.5% | $62,881-59.0% |
| Participation rate | 75.0% | 71.2%+3.8pp | 84.0%-9.0pp | 69.3%+5.7pp |
| Annual return | -2.46% | 50.33%-52.8pp | 32.23%-34.7pp | 20.14%-22.6pp |
| Employer contribution / active EE | $942 | $3,444-72.6% | $5,501-82.9% | $2,281-58.7% |
| Participant deferral / active EE | $2,674 | $3,046-12.2% | $4,871-45.1% | $3,203-16.5% |
| Admin fee / account holder | $2,507 | $5,561-54.9% | $13,028-80.8% | $4,296-41.6% |