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 | $42,481 | $71,878-40.9% | $86,698-51.0% | $68,486-38.0% |
| Participation rate | 75.4% | 72.2%+3.1pp | 76.6%-1.2pp | 67.9%+7.5pp |
| Annual return | -25.57% | 3.53%-29.1pp | 35.95%-61.5pp | -7.85%-17.7pp |
| Employer contribution / active EE | $1,981 | $2,173-8.9% | $2,837-30.2% | $2,597-23.7% |
| Participant deferral / active EE | $4,185 | $3,779+10.7% | $4,656-10.1% | $4,028+3.9% |
| Admin fee / account holder | $1,681 | $6,113-72.5% | $7,493-77.6% | $5,404-68.9% |