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 | $94,519 | $87,546+8.0% | $75,784+24.7% | $125,389-24.6% |
| Participation rate | 84.6% | 80.2%+4.4pp | 75.8%+8.8pp | 83.2%+1.4pp |
| Annual return | -3.84% | 13.49%-17.3pp | 9.68%-13.5pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,224 | $3,930-68.9% | $3,323-63.2% | $4,866-74.8% |
| Participant deferral / active EE | $3,908 | $4,230-7.6% | $3,652+7.0% | $5,352-27.0% |
| Admin fee / account holder | $1,372 | $6,503-78.9% | $5,300-74.1% | $9,541-85.6% |