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 | $73,732 | $97,020-24.0% | $83,327-11.5% | $135,380-45.5% |
| Participation rate | 90.9% | 80.4%+10.5pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -10.02% | 12.31%-22.3pp | 10.64%-20.7pp | 519.81%-529.8pp |
| Employer contribution / active EE | $2,090 | $4,144-49.6% | $3,379-38.1% | $4,779-56.3% |
| Participant deferral / active EE | $4,334 | $5,964-27.3% | $5,565-22.1% | $5,609-22.7% |
| Admin fee / account holder | $621 | $8,426-92.6% | $7,540-91.8% | $10,828-94.3% |