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 | $61,594 | $52,306+17.8% | $69,779-11.7% | $62,881-2.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | -2.37% | 13.35%-15.7pp | 12.99%-15.4pp | 20.14%-22.5pp |
| Employer contribution / active EE | $1,575 | $1,799-12.5% | $2,338-32.7% | $2,281-31.0% |
| Participant deferral / active EE | $1,860 | $2,395-22.3% | $2,931-36.5% | $3,203-41.9% |
| Admin fee / account holder | $6,413 | $3,691+73.7% | $4,381+46.4% | $4,296+49.3% |