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 | $21,626 | $52,678-58.9% | $75,784-71.5% | $59,633-63.7% |
| Participation rate | 92.6% | 67.2%+25.4pp | 75.8%+16.8pp | 68.7%+24.0pp |
| Annual return | -3.47% | 2.95%-6.4pp | 9.68%-13.1pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $8,282 | $2,193+277.6% | $3,323+149.2% | $2,203+276.0% |
| Participant deferral / active EE | $1,997 | $2,591-22.9% | $3,652-45.3% | $3,192-37.4% |
| Admin fee / account holder | $2,894 | $3,610-19.8% | $5,300-45.4% | $4,297-32.6% |