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 | $76,822 | $49,280+55.9% | $67,313+14.1% | $64,173+19.7% |
| Participation rate | 88.5% | 60.8%+27.7pp | 69.1%+19.4pp | 69.6%+19.0pp |
| Annual return | -8.64% | -1.39%-7.3pp | -4.08%-4.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,804 | $1,668+68.0% | $2,566+9.3% | $2,381+17.8% |
| Participant deferral / active EE | $3,280 | $2,484+32.0% | $3,568-8.1% | $3,470-5.5% |
| Admin fee / account holder | $2,883 | $3,863-25.4% | $4,507-36.0% | $4,887-41.0% |