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 | $57,425 | $65,704-12.6% | $94,229-39.1% | $59,633-3.7% |
| Participation rate | 75.9% | 72.1%+3.7pp | 78.8%-2.9pp | 68.7%+7.2pp |
| Annual return | -4.94% | 5.22%-10.2pp | 10.68%-15.6pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $697 | $2,021-65.5% | $3,587-80.6% | $2,203-68.3% |
| Participant deferral / active EE | $1,606 | $3,143-48.9% | $4,320-62.8% | $3,192-49.7% |
| Admin fee / account holder | $3,452 | $4,265-19.1% | $6,269-44.9% | $4,297-19.7% |