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 | $30,076 | $73,009-58.8% | $90,760-66.9% | $68,486-56.1% |
| Participation rate | 78.8% | 70.8%+8.0pp | 75.7%+3.1pp | 67.9%+10.9pp |
| Annual return | -21.43% | -13.81%-7.6pp | -12.16%-9.3pp | -7.85%-13.6pp |
| Employer contribution / active EE | $1,836 | $2,193-16.3% | $2,922-37.2% | $2,597-29.3% |
| Participant deferral / active EE | $4,758 | $3,626+31.2% | $4,565+4.2% | $4,028+18.1% |
| Admin fee / account holder | $376 | $5,896-93.6% | $8,444-95.5% | $5,404-93.0% |