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 | $49,234 | $47,944+2.7% | $67,834-27.4% | $62,881-21.7% |
| Participation rate | 80.6% | 61.1%+19.6pp | 68.8%+11.8pp | 69.3%+11.3pp |
| Annual return | -1.54% | 11.77%-13.3pp | 138.47%-140.0pp | 20.14%-21.7pp |
| Employer contribution / active EE | $754 | $1,562-51.8% | $2,403-68.6% | $2,281-67.0% |
| Participant deferral / active EE | $2,748 | $2,247+22.3% | $3,160-13.0% | $3,203-14.2% |
| Admin fee / account holder | $2,285 | $3,712-38.5% | $4,622-50.6% | $4,296-46.8% |