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 | $55,000 | $110,083-50.0% | $151,645-63.7% | $68,490-19.7% |
| Participation rate | 86.1% | 84.0%+2.2pp | 87.5%-1.4pp | 67.9%+18.2pp |
| Annual return | -20.57% | -10.12%-10.5pp | 3.34%-23.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $4,120 | $4,470-7.8% | $6,165-33.2% | $2,597+58.6% |
| Participant deferral / active EE | $4,195 | $6,526-35.7% | $8,363-49.8% | $4,028+4.1% |
| Admin fee / account holder | $3,577 | $7,718-53.7% | $11,614-69.2% | $5,403-33.8% |