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 | $79,692 | $77,816+2.4% | $123,552-35.5% | $64,173+24.2% |
| Participation rate | 84.6% | 74.7%+9.9pp | 82.3%+2.3pp | 69.6%+15.0pp |
| Annual return | -8.77% | 12.49%-21.3pp | 119.20%-128.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,832 | $3,014-39.2% | $4,628-60.4% | $2,381-23.0% |
| Participant deferral / active EE | $4,353 | $5,240-16.9% | $6,426-32.3% | $3,470+25.5% |
| Admin fee / account holder | $2,323 | $5,519-57.9% | $9,285-75.0% | $4,887-52.5% |