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 | $31,603 | $69,977-54.8% | $108,582-70.9% | $62,881-49.7% |
| Participation rate | 92.9% | 72.9%+20.0pp | 79.6%+13.3pp | 69.3%+23.6pp |
| Annual return | -2.49% | 10.73%-13.2pp | -51.70%+49.2pp | 20.14%-22.6pp |
| Employer contribution / active EE | $1,923 | $2,135-9.9% | $3,758-48.8% | $2,281-15.7% |
| Participant deferral / active EE | $2,265 | $3,165-28.4% | $4,311-47.5% | $3,203-29.3% |
| Admin fee / account holder | $1,370 | $5,076-73.0% | $7,645-82.1% | $4,296-68.1% |