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 | $21,188 | $46,732-54.7% | $156,551-86.5% | $55,167-61.6% |
| Participation rate | 90.4% | 65.8%+24.6pp | 84.0%+6.3pp | 69.0%+21.4pp |
| Annual return | -0.44% | 17.72%-18.2pp | 32.23%-32.7pp | 169.23%-169.7pp |
| Employer contribution / active EE | $1,567 | $2,105-25.6% | $5,501-71.5% | $1,963-20.2% |
| Participant deferral / active EE | $1,628 | $2,204-26.2% | $4,871-66.6% | $3,054-46.7% |
| Admin fee / account holder | $382 | $418-8.7% | $13,028-97.1% | $504-24.2% |