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 | $145,620 | $56,339+158.5% | $104,301+39.6% | $68,486+112.6% |
| Participation rate | 73.9% | 63.3%+10.6pp | 73.3%+0.6pp | 67.9%+6.0pp |
| Annual return | -20.38% | -9.19%-11.2pp | 24.61%-45.0pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,235 | $3,077+70.1% | $4,626+13.2% | $4,028+30.0% |
| Admin fee / account holder | $9,434 | $4,902+92.5% | $7,340+28.5% | $5,404+74.6% |