Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,294 | $56,894-59.1% | $84,753-72.5% | $62,881-63.0% |
| Participation rate | 76.0% | 68.5%+7.5pp | 76.6%-0.6pp | 69.3%+6.7pp |
| Annual return | -4.31% | 6.30%-10.6pp | 22.78%-27.1pp | 20.14%-24.5pp |
| Employer contribution / active EE | $8,212 | $2,400+242.2% | $3,574+129.8% | $2,281+260.1% |
| Participant deferral / active EE | $3,585 | $2,709+32.3% | $3,712-3.4% | $3,203+11.9% |
| Admin fee / account holder | $1,498 | $3,581-58.2% | $5,333-71.9% | $4,296-65.1% |