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 | $116,114 | $72,177+60.9% | $115,038+0.9% | $59,633+94.7% |
| Participation rate | 83.0% | 72.6%+10.4pp | 81.4%+1.6pp | 68.7%+14.3pp |
| Annual return | -2.45% | 12.02%-14.5pp | 26.14%-28.6pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $2,200 | $2,841-22.6% | $4,608-52.3% | $2,203-0.1% |
| Participant deferral / active EE | $8,227 | $4,783+72.0% | $6,026+36.5% | $3,192+157.8% |
| Admin fee / account holder | $10,947 | $4,927+122.2% | $8,175+33.9% | $4,297+154.8% |