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 | $21,395 | $48,267-55.7% | $68,794-68.9% | $68,495-68.8% |
| Participation rate | 74.3% | 60.7%+13.6pp | 69.0%+5.3pp | 67.9%+6.4pp |
| Annual return | -21.38% | -12.70%-8.7pp | -6.37%-15.0pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,306 | $1,829-28.6% | $2,656-50.8% | $2,596-49.7% |
| Participant deferral / active EE | $2,380 | $2,867-17.0% | $3,941-39.6% | $4,028-40.9% |
| Admin fee / account holder | $2,009 | $4,362-54.0% | $4,934-59.3% | $5,403-62.8% |