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 | $86,808 | $77,638+11.8% | $156,551-44.5% | $62,881+38.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -2.42% | 50.33%-52.7pp | 32.23%-34.6pp | 20.14%-22.6pp |
| Employer contribution / active EE | $3,367 | $3,444-2.2% | $5,501-38.8% | $2,281+47.6% |
| Participant deferral / active EE | $5,146 | $3,046+69.0% | $4,871+5.6% | $3,203+60.7% |
| Admin fee / account holder | $1,750 | $5,561-68.5% | $13,028-86.6% | $4,296-59.3% |