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 | $36,871 | $52,678-30.0% | $75,784-51.3% | $59,633-38.2% |
| Participation rate | 86.2% | 67.2%+19.0pp | 75.8%+10.4pp | 68.7%+17.5pp |
| Annual return | -3.12% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $2,581 | $2,193+17.7% | $3,323-22.3% | $2,203+17.2% |
| Participant deferral / active EE | $6,005 | $2,591+131.8% | $3,652+64.4% | $3,192+88.1% |
| Admin fee / account holder | $1,960 | $3,610-45.7% | $5,300-63.0% | $4,297-54.4% |