Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,978 | $73,009-64.4% | $90,760-71.4% | $68,486-62.1% |
| Participation rate | 90.7% | 70.8%+19.9pp | 75.7%+15.0pp | 67.9%+22.8pp |
| Annual return | -20.30% | -13.81%-6.5pp | -12.16%-8.1pp | -7.85%-12.4pp |
| Employer contribution / active EE | $2,663 | $2,193+21.5% | $2,922-8.8% | $2,597+2.6% |
| Participant deferral / active EE | $3,824 | $3,626+5.5% | $4,565-16.2% | $4,028-5.0% |
| Admin fee / account holder | $1,247 | $5,896-78.9% | $8,444-85.2% | $5,404-76.9% |