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 | $50,736 | $61,660-17.7% | $80,022-36.6% | $64,173-20.9% |
| Participation rate | 84.6% | 71.7%+12.9pp | 75.8%+8.8pp | 69.6%+15.0pp |
| Annual return | -8.93% | -0.33%-8.6pp | 11.22%-20.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $2,363 | $1,810+30.5% | $2,468-4.3% | $2,381-0.8% |
| Participant deferral / active EE | $3,512 | $2,968+18.3% | $3,686-4.7% | $3,470+1.2% |
| Admin fee / account holder | $309 | $5,417-94.3% | $6,521-95.3% | $4,887-93.7% |