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 | $65,160 | $56,894+14.5% | $84,753-23.1% | $62,881+3.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -4.51% | 6.30%-10.8pp | 22.78%-27.3pp | 20.14%-24.7pp |
| Employer contribution / active EE | $2,889 | $2,400+20.4% | $3,574-19.2% | $2,281+26.7% |
| Participant deferral / active EE | $2,811 | $2,709+3.8% | $3,712-24.3% | $3,203-12.2% |
| Admin fee / account holder | $1,589 | $3,581-55.6% | $5,333-70.2% | $4,296-63.0% |