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 | $54,522 | $61,660-11.6% | $80,022-31.9% | $64,173-15.0% |
| Participation rate | 76.9% | 71.7%+5.2pp | 75.8%+1.1pp | 69.6%+7.4pp |
| Annual return | -8.21% | -0.33%-7.9pp | 11.22%-19.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $393 | $1,810-78.3% | $2,468-84.1% | $2,381-83.5% |
| Participant deferral / active EE | $3,293 | $2,968+11.0% | $3,686-10.7% | $3,470-5.1% |
| Admin fee / account holder | $706 | $5,417-87.0% | $6,521-89.2% | $4,887-85.5% |