Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,454 | $73,009-61.0% | $90,760-68.6% | $68,486-58.5% |
| Participation rate | 74.2% | 70.8%+3.4pp | 75.7%-1.5pp | 67.9%+6.3pp |
| Annual return | -20.76% | -13.81%-6.9pp | -12.16%-8.6pp | -7.85%-12.9pp |
| Employer contribution / active EE | $1,560 | $2,193-28.9% | $2,922-46.6% | $2,597-39.9% |
| Participant deferral / active EE | $3,089 | $3,626-14.8% | $4,565-32.3% | $4,028-23.3% |
| Admin fee / account holder | $786 | $5,896-86.7% | $8,444-90.7% | $5,404-85.5% |