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 | $28,526 | $77,817-63.3% | $123,553-76.9% | $64,173-55.5% |
| Participation rate | 97.1% | 74.7%+22.4pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | -11.30% | 12.49%-23.8pp | 119.21%-130.5pp | 7.63%-18.9pp |
| Employer contribution / active EE | $2,434 | $3,014-19.2% | $4,628-47.4% | $2,381+2.2% |
| Participant deferral / active EE | $4,440 | $5,240-15.3% | $6,426-30.9% | $3,470+28.0% |
| Admin fee / account holder | $487 | $5,519-91.2% | $9,284-94.8% | $4,887-90.0% |