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 | $37,374 | $33,067+13.0% | $76,518-51.2% | $56,289-33.6% |
| Participation rate | 99.0% | 55.4%+43.6pp | 68.0%+31.0pp | 69.9%+29.2pp |
| Annual return | -9.04% | 2.72%-11.8pp | -0.27%-8.8pp | -9.96%+0.9pp |
| Employer contribution / active EE | $3,019 | $1,200+151.5% | $2,647+14.0% | $2,111+43.0% |
| Participant deferral / active EE | $2,724 | $2,240+21.6% | $3,836-29.0% | $3,350-18.7% |
| Admin fee / account holder | $2,993 | $537+457.5% | $4,849-38.3% | $521+474.6% |