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 | $35,341 | $96,558-63.4% | $80,977-56.4% | $273,972-87.1% |
| Participation rate | 91.7% | 79.1%+12.6pp | 75.8%+15.9pp | 83.0%+8.7pp |
| Annual return | -1.04% | 15.14%-16.2pp | 17.11%-18.1pp | 41.46%-42.5pp |
| Employer contribution / active EE | $2,105 | $4,869-56.8% | $3,715-43.3% | $4,869-56.8% |
| Participant deferral / active EE | $2,747 | $6,598-58.4% | $5,696-51.8% | $5,287-48.0% |
| Admin fee / account holder | $625 | $7,493-91.7% | $5,517-88.7% | $10,133-93.8% |