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 | $107,483 | $82,028+31.0% | $123,105-12.7% | $59,633+80.2% |
| Participation rate | 93.5% | 83.2%+10.3pp | 86.8%+6.8pp | 68.7%+24.9pp |
| Annual return | -2.21% | 5.12%-7.3pp | 13.22%-15.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $5,337 | $3,297+61.9% | $5,151+3.6% | $2,203+142.3% |
| Participant deferral / active EE | $13,857 | $4,667+196.9% | $6,229+122.4% | $3,192+334.2% |
| Admin fee / account holder | $891 | $5,879-84.8% | $9,014-90.1% | $4,297-79.3% |