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 | $56,735 | $46,697+21.5% | $117,533-51.7% | $68,486-17.2% |
| Participation rate | 83.9% | 56.8%+27.1pp | 70.6%+13.3pp | 67.9%+16.0pp |
| Annual return | -26.93% | -14.52%-12.4pp | 29.77%-56.7pp | -7.85%-19.1pp |
| Employer contribution / active EE | $1,423 | $1,506-5.5% | $4,179-65.9% | $2,597-45.2% |
| Participant deferral / active EE | $4,311 | $2,637+63.5% | $4,072+5.9% | $4,028+7.0% |
| Admin fee / account holder | $7,163 | $4,023+78.1% | $5,647+26.8% | $5,404+32.5% |