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 | $58,080 | $48,235+20.4% | $68,803-15.6% | $68,490-15.2% |
| Participation rate | 80.4% | 60.7%+19.8pp | 69.0%+11.4pp | 67.9%+12.5pp |
| Annual return | -21.63% | -12.70%-8.9pp | -6.37%-15.3pp | -7.85%-13.8pp |
| Employer contribution / active EE | $6,354 | $1,829+247.5% | $2,656+139.2% | $2,597+144.7% |
| Participant deferral / active EE | $1,485 | $2,867-48.2% | $3,942-62.3% | $4,028-63.1% |
| Admin fee / account holder | $726 | $4,361-83.3% | $4,936-85.3% | $5,403-86.6% |