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 | $39,350 | $53,162-26.0% | $91,227-56.9% | $68,490-42.5% |
| Participation rate | 96.7% | 63.2%+33.5pp | 73.2%+23.5pp | 67.9%+28.8pp |
| Annual return | -20.58% | -3.14%-17.4pp | 114.14%-134.7pp | -7.85%-12.7pp |
| Employer contribution / active EE | $2,130 | $1,709+24.6% | $2,851-25.3% | $2,597-18.0% |
| Participant deferral / active EE | $5,271 | $2,974+77.3% | $4,234+24.5% | $4,028+30.9% |
| Admin fee / account holder | $3,302 | $4,493-26.5% | $5,423-39.1% | $5,403-38.9% |