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 | $28,528 | $45,872-37.8% | $77,096-63.0% | $68,486-58.3% |
| Participation rate | 92.0% | 55.9%+36.1pp | 67.9%+24.1pp | 67.9%+24.1pp |
| Annual return | -23.89% | 1.73%-25.6pp | 42.35%-66.2pp | -7.85%-16.0pp |
| Employer contribution / active EE | $1,028 | $1,650-37.7% | $2,814-63.5% | $2,597-60.4% |
| Participant deferral / active EE | $3,510 | $2,963+18.5% | $4,429-20.8% | $4,028-12.8% |
| Admin fee / account holder | $16,033 | $3,041+427.2% | $5,428+195.3% | $5,404+196.7% |