Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,380 | $81,870-67.8% | $119,634-77.9% | $68,490-61.5% |
| Participation rate | 82.1% | 71.9%+10.2pp | 79.3%+2.9pp | 67.9%+14.2pp |
| Annual return | -20.06% | -23.82%+3.8pp | -14.98%-5.1pp | -7.85%-12.2pp |
| Employer contribution / active EE | $2,823 | $2,692+4.9% | $4,232-33.3% | $2,597+8.7% |
| Participant deferral / active EE | $5,256 | $4,148+26.7% | $5,601-6.2% | $4,028+30.5% |
| Admin fee / account holder | $488 | $6,583-92.6% | $10,329-95.3% | $5,403-91.0% |