Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,295 | $73,839-38.7% | $143,788-68.5% | $68,495-33.9% |
| Participation rate | 78.8% | 66.7%+12.1pp | 80.3%-1.5pp | 67.9%+10.9pp |
| Annual return | -20.42% | 1.01%-21.4pp | -0.03%-20.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $2,115 | $3,184-33.6% | $4,952-57.3% | $2,596-18.5% |
| Participant deferral / active EE | $4,279 | $3,384+26.4% | $5,638-24.1% | $4,028+6.2% |
| Admin fee / account holder | $1,550 | $5,755-73.1% | $14,675-89.4% | $5,403-71.3% |