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 | $20,443 | $42,383-51.8% | $76,518-73.3% | $64,173-68.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -10.19% | -16.54%+6.3pp | -0.27%-9.9pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,796 | $1,563+14.9% | $2,647-32.2% | $2,381-24.6% |
| Participant deferral / active EE | $2,877 | $2,566+12.1% | $3,836-25.0% | $3,470-17.1% |
| Admin fee / account holder | $987 | $3,198-69.1% | $4,849-79.7% | $4,887-79.8% |