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 | $180,595 | $167,522+7.8% | $151,639+19.1% | $134,532+34.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -24.20% | 7.81%-32.0pp | 3.34%-27.5pp | 418.27%-442.5pp |
| Employer contribution / active EE | $2,078 | $6,828-69.6% | $6,165-66.3% | $4,741-56.2% |
| Participant deferral / active EE | $6,244 | $8,986-30.5% | $8,363-25.3% | $6,401-2.4% |
| Admin fee / account holder | $1,171 | $13,780-91.5% | $11,613-89.9% | $11,429-89.8% |