Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,342 | $73,848-86.0% | $143,799-92.8% | $68,486-84.9% |
| Participation rate | 72.0% | 66.7%+5.3pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | -24.45% | 0.91%-25.4pp | -0.04%-24.4pp | -7.85%-16.6pp |
| Employer contribution / active EE | $2,610 | $3,184-18.0% | $4,952-47.3% | $2,597+0.5% |
| Participant deferral / active EE | $4,483 | $3,385+32.5% | $5,638-20.5% | $4,028+11.3% |
| Admin fee / account holder | $399 | $5,755-93.1% | $14,677-97.3% | $5,404-92.6% |