Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,455 | $86,949-58.1% | $102,460-64.4% | $80,959-55.0% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.3pp | 67.7%+25.2pp |
| Annual return | -7.58% | 18.89%-26.5pp | 29.47%-37.1pp | 35.67%-43.3pp |
| Employer contribution / active EE | $5,314 | $2,370+124.2% | $3,025+75.7% | $2,757+92.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,675 | $8,048-66.8% | $9,460-71.7% | $6,925-61.4% |