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 | $160,847 | $140,592+14.4% | $123,105+30.7% | $125,389+28.3% |
| Participation rate | 88.9% | 88.2%+0.7pp | 86.8%+2.1pp | 83.2%+5.7pp |
| Annual return | -3.94% | 16.80%-20.7pp | 13.22%-17.2pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,284 | $6,041-78.7% | $5,151-75.1% | $4,866-73.6% |
| Participant deferral / active EE | $3,048 | $6,980-56.3% | $6,229-51.1% | $5,352-43.0% |
| Admin fee / account holder | $4,583 | $11,198-59.1% | $9,014-49.2% | $9,541-52.0% |