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 | $14,400 | $73,863-80.5% | $143,797-90.0% | $68,490-79.0% |
| Participation rate | 74.2% | 66.7%+7.5pp | 80.3%-6.1pp | 67.9%+6.3pp |
| Annual return | -25.20% | 0.91%-26.1pp | -0.04%-25.2pp | -7.85%-17.4pp |
| Employer contribution / active EE | $1,213 | $3,185-61.9% | $4,952-75.5% | $2,597-53.3% |
| Participant deferral / active EE | $2,686 | $3,385-20.6% | $5,638-52.4% | $4,028-33.3% |
| Admin fee / account holder | $549 | $5,756-90.5% | $14,679-96.3% | $5,403-89.8% |