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 | $150,499 | $71,873+109.4% | $86,698+73.6% | $68,490+119.7% |
| Participation rate | 88.9% | 72.2%+16.6pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -19.09% | 3.54%-22.6pp | 35.96%-55.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $2,746 | $2,173+26.4% | $2,837-3.2% | $2,597+5.8% |
| Participant deferral / active EE | $5,834 | $3,779+54.4% | $4,656+25.3% | $4,028+44.9% |
| Admin fee / account holder | $1,596 | $6,110-73.9% | $7,492-78.7% | $5,403-70.5% |