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 | $23,007 | $50,958-54.9% | $74,552-69.1% | $64,181-64.2% |
| Participation rate | 88.5% | 61.1%+27.4pp | 69.1%+19.3pp | 69.6%+18.9pp |
| Annual return | -8.56% | -1.86%-6.7pp | 32.53%-41.1pp | 7.63%-16.2pp |
| Employer contribution / active EE | $385 | $1,115-65.5% | $1,961-80.4% | $2,381-83.8% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,699 | $4,223-59.8% | $5,060-66.4% | $4,887-65.2% |