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 | $64,831 | $76,912-15.7% | $129,118-49.8% | $68,490-5.3% |
| Participation rate | 71.4% | 69.1%+2.3pp | 77.2%-5.8pp | 67.9%+3.5pp |
| Annual return | -19.27% | -9.78%-9.5pp | -10.94%-8.3pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,051-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,460 | $4,732+36.5% | $6,539-1.2% | $4,028+60.4% |
| Admin fee / account holder | $4,524 | $6,638-31.9% | $14,305-68.4% | $5,403-16.3% |