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 | $30,606 | $77,817-60.7% | $123,553-75.2% | $64,173-52.3% |
| Participation rate | 78.8% | 74.7%+4.1pp | 82.3%-3.5pp | 69.6%+9.2pp |
| Annual return | -9.33% | 12.49%-21.8pp | 119.21%-128.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,548 | $3,014-48.6% | $4,628-66.5% | $2,381-35.0% |
| Participant deferral / active EE | $6,403 | $5,240+22.2% | $6,426-0.4% | $3,470+84.5% |
| Admin fee / account holder | $545 | $5,519-90.1% | $9,284-94.1% | $4,887-88.8% |