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 | $42,326 | $71,873-41.1% | $86,698-51.2% | $68,490-38.2% |
| Participation rate | 96.2% | 72.2%+24.0pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -18.97% | 3.54%-22.5pp | 35.96%-54.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,558 | $2,173-28.3% | $2,837-45.1% | $2,597-40.0% |
| Participant deferral / active EE | $5,274 | $3,779+39.6% | $4,656+13.3% | $4,028+30.9% |
| Admin fee / account holder | $1,749 | $6,110-71.4% | $7,492-76.7% | $5,403-67.6% |