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 | $79,462 | $113,941-30.3% | $94,229-15.7% | $125,389-36.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.33% | 5.29%-9.6pp | 10.68%-15.0pp | 282.24%-286.6pp |
| Employer contribution / active EE | $2,301 | $4,727-51.3% | $3,587-35.8% | $4,866-52.7% |
| Participant deferral / active EE | $3,667 | $5,179-29.2% | $4,320-15.1% | $5,352-31.5% |
| Admin fee / account holder | $4,502 | $8,392-46.4% | $6,269-28.2% | $9,541-52.8% |