Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $38,683 | $76,912-49.7% | $129,118-70.0% | $68,490-43.5% |
| Participation rate | 95.7% | 69.1%+26.6pp | 77.2%+18.5pp | 67.9%+27.8pp |
| Annual return | -23.13% | -9.78%-13.4pp | -10.94%-12.2pp | -7.85%-15.3pp |
| Employer contribution / active EE | $2,598 | $3,243-19.9% | $5,051-48.6% | $2,5970% |
| Participant deferral / active EE | $5,009 | $4,732+5.8% | $6,539-23.4% | $4,028+24.4% |
| Admin fee / account holder | $1,957 | $6,638-70.5% | $14,305-86.3% | $5,403-63.8% |