Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,930 | $73,863-66.2% | $143,797-82.7% | $68,490-63.6% |
| Participation rate | 90.9% | 66.7%+24.2pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -19.62% | 0.91%-20.5pp | -0.04%-19.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $2,248 | $3,185-29.4% | $4,952-54.6% | $2,597-13.4% |
| Participant deferral / active EE | $5,401 | $3,385+59.6% | $5,638-4.2% | $4,028+34.1% |
| Admin fee / account holder | $1,191 | $5,756-79.3% | $14,679-91.9% | $5,403-78.0% |