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 | $42,734 | $73,019-41.5% | $90,766-52.9% | $68,490-37.6% |
| Participation rate | 96.4% | 70.8%+25.6pp | 75.7%+20.7pp | 67.9%+28.5pp |
| Annual return | -20.25% | -13.81%-6.4pp | -12.16%-8.1pp | -7.85%-12.4pp |
| Employer contribution / active EE | $6,296 | $2,193+187.2% | $2,922+115.5% | $2,597+142.5% |
| Participant deferral / active EE | $3,510 | $3,626-3.2% | $4,565-23.1% | $4,028-12.8% |
| Admin fee / account holder | $2,486 | $5,897-57.8% | $8,446-70.6% | $5,403-54.0% |