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 | $41,323 | $49,280-16.1% | $67,313-38.6% | $64,173-35.6% |
| Participation rate | 88.6% | 60.8%+27.9pp | 69.1%+19.6pp | 69.6%+19.1pp |
| Annual return | -8.29% | -1.39%-6.9pp | -4.08%-4.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,868 | $1,668+12.0% | $2,566-27.2% | $2,381-21.5% |
| Participant deferral / active EE | $3,889 | $2,484+56.6% | $3,568+9.0% | $3,470+12.1% |
| Admin fee / account holder | $555 | $3,863-85.6% | $4,507-87.7% | $4,887-88.6% |