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 | $111,618 | $77,816+43.4% | $123,552-9.7% | $64,173+73.9% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -9.90% | 12.49%-22.4pp | 119.20%-129.1pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,975 | $3,014-34.5% | $4,628-57.3% | $2,381-17.1% |
| Participant deferral / active EE | $6,479 | $5,240+23.6% | $6,426+0.8% | $3,470+86.7% |
| Admin fee / account holder | $1,368 | $5,519-75.2% | $9,285-85.3% | $4,887-72.0% |