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 | $113,034 | $73,955+52.8% | $96,520+17.1% | $75,181+50.4% |
| Participation rate | 75.7% | 66.4%+9.3pp | 74.3%+1.3pp | 67.2%+8.5pp |
| Annual return | -17.42% | 26.72%-44.1pp | 35.72%-53.1pp | 160.69%-178.1pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,957 | $3,659+144.8% | $4,879+83.6% | $4,126+117.1% |
| Admin fee / account holder | $5,573 | $5,217+6.8% | $6,733-17.2% | $5,650-1.4% |