Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,416 | $154,193-82.9% | $130,045-79.7% | $139,466-81.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 6.27% | 32.51%-26.2pp | -137.30%+143.6pp | 373.66%-367.4pp |
| Employer contribution / active EE | $2,525 | $5,292-52.3% | $4,321-41.6% | $4,754-46.9% |
| Participant deferral / active EE | $2,175 | $6,709-67.6% | $5,820-62.6% | $6,712-67.6% |
| Admin fee / account holder | $1,157 | $13,989-91.7% | $10,600-89.1% | $11,409-89.9% |