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 | $81,447 | $45,872+77.6% | $77,100+5.6% | $68,490+18.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -21.77% | 1.73%-23.5pp | 42.35%-64.1pp | -7.85%-13.9pp |
| Employer contribution / active EE | $2,144 | $1,650+30.0% | $2,815-23.8% | $2,597-17.4% |
| Participant deferral / active EE | $3,457 | $2,963+16.7% | $4,430-22.0% | $4,028-14.2% |
| Admin fee / account holder | $7,925 | $3,041+160.6% | $5,443+45.6% | $5,403+46.7% |