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 | $39,853 | $73,848-46.0% | $143,799-72.3% | $68,486-41.8% |
| Participation rate | 82.9% | 66.7%+16.3pp | 80.3%+2.6pp | 67.9%+15.0pp |
| Annual return | -19.57% | 0.91%-20.5pp | -0.04%-19.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,875 | $3,184-9.7% | $4,952-41.9% | $2,597+10.7% |
| Participant deferral / active EE | $5,095 | $3,385+50.5% | $5,638-9.6% | $4,028+26.5% |
| Admin fee / account holder | $721 | $5,755-87.5% | $14,677-95.1% | $5,404-86.7% |