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 | $72,885 | $94,529-22.9% | $140,019-47.9% | $64,173+13.6% |
| Participation rate | 72.7% | 84.1%-11.4pp | 87.5%-14.8pp | 69.6%+3.2pp |
| Annual return | -8.64% | 7.77%-16.4pp | 651.15%-659.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $3,184 | $3,812-16.5% | $5,605-43.2% | $2,381+33.7% |
| Participant deferral / active EE | $5,474 | $5,250+4.3% | $6,927-21.0% | $3,470+57.8% |
| Admin fee / account holder | $4,458 | $6,741-33.9% | $10,705-58.4% | $4,887-8.8% |