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 | $127,099 | $71,878+76.8% | $86,698+46.6% | $68,486+85.6% |
| Participation rate | 95.5% | 72.2%+23.2pp | 76.6%+18.9pp | 67.9%+27.6pp |
| Annual return | -22.12% | 3.53%-25.7pp | 35.95%-58.1pp | -7.85%-14.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,620 | $3,779-30.7% | $4,656-43.7% | $4,028-34.9% |
| Admin fee / account holder | $8,698 | $6,113+42.3% | $7,493+16.1% | $5,404+61.0% |