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 | $26,457 | $158,852-83.3% | $121,220-78.2% | $135,379-80.5% |
| Participation rate | 95.8% | 79.3%+16.5pp | 71.8%+24.1pp | 82.6%+13.2pp |
| Annual return | -12.01% | -0.64%-11.4pp | 16.94%-29.0pp | 519.79%-531.8pp |
| Employer contribution / active EE | $3,100 | $5,666-45.3% | $4,023-22.9% | $4,779-35.1% |
| Participant deferral / active EE | $4,792 | $4,006+19.6% | $3,345+43.2% | $5,609-14.6% |
| Admin fee / account holder | $791 | $6,515-87.9% | $5,021-84.2% | $10,828-92.7% |