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 | $37,392 | $60,349-38.0% | $74,184-49.6% | $62,881-40.5% |
| Participation rate | 98.0% | 72.7%+25.3pp | 76.6%+21.4pp | 69.3%+28.7pp |
| Annual return | -22.50% | 21.38%-43.9pp | 17.74%-40.2pp | 20.14%-42.6pp |
| Employer contribution / active EE | $4,599 | $1,680+173.7% | $2,370+94.0% | $2,281+101.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,081 | $4,261-74.6% | $5,586-80.6% | $4,296-74.8% |