Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,185 | $48,267-10.5% | $68,808-37.2% | $68,486-36.9% |
| Participation rate | 75.0% | 60.7%+14.3pp | 69.0%+6.0pp | 67.9%+7.1pp |
| Annual return | -25.33% | -12.70%-12.6pp | -6.37%-19.0pp | -7.85%-17.5pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,856 | $2,867-0.4% | $3,942-27.5% | $4,028-29.1% |
| Admin fee / account holder | $331 | $4,362-92.4% | $4,936-93.3% | $5,404-93.9% |