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 | $92,251 | $110,083-16.2% | $151,639-39.2% | $68,486+34.7% |
| Participation rate | 79.3% | 84.0%-4.7pp | 87.5%-8.2pp | 67.9%+11.4pp |
| Annual return | -21.79% | -10.12%-11.7pp | 3.34%-25.1pp | -7.85%-13.9pp |
| Employer contribution / active EE | $5,853 | $4,470+30.9% | $6,165-5.1% | $2,597+125.4% |
| Participant deferral / active EE | $13,865 | $6,526+112.4% | $8,363+65.8% | $4,028+244.3% |
| Admin fee / account holder | $9,565 | $7,718+23.9% | $11,613-17.6% | $5,404+77.0% |