Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,681 | $62,589-60.6% | $76,768-67.9% | $64,173-61.5% |
| Participation rate | 78.5% | 72.8%+5.7pp | 77.0%+1.5pp | 69.6%+8.9pp |
| Annual return | -8.90% | -1.95%-7.0pp | 2.43%-11.3pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,101 | $1,832+14.7% | $2,485-15.5% | $2,381-11.7% |
| Participant deferral / active EE | $4,869 | $3,145+54.8% | $3,852+26.4% | $3,470+40.3% |
| Admin fee / account holder | $1,346 | $4,667-71.2% | $6,675-79.8% | $4,887-72.5% |