Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,533 | $49,025-52.0% | $87,502-73.1% | $62,881-62.6% |
| Participation rate | 98.0% | 64.9%+33.1pp | 73.8%+24.1pp | 69.3%+28.7pp |
| Annual return | -21.65% | 10.02%-31.7pp | 12.21%-33.9pp | 20.14%-41.8pp |
| Employer contribution / active EE | $3,158 | $1,372+130.2% | $2,550+23.8% | $2,281+38.4% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,499 | $4,065-63.1% | $4,221-64.5% | $4,296-65.1% |