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 | $32,621 | $95,762-65.9% | $379,746-91.4% | $79,856-59.2% |
| Participation rate | 98.7% | 74.0%+24.7pp | 78.4%+20.3pp | 69.6%+29.1pp |
| Annual return | -6.09% | 18.26%-24.4pp | 34.90%-41.0pp | 31.71%-37.8pp |
| Employer contribution / active EE | $2,467 | $2,695-8.5% | $3,540-30.3% | $2,471-0.2% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,136 | $6,745-83.2% | $7,927-85.7% | $5,306-78.6% |