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 | $71,390 | $71,873-0.7% | $86,698-17.7% | $68,490+4.2% |
| Participation rate | 87.8% | 72.2%+15.6pp | 76.6%+11.2pp | 67.9%+19.9pp |
| Annual return | -19.48% | 3.54%-23.0pp | 35.96%-55.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $2,334 | $2,173+7.4% | $2,837-17.7% | $2,597-10.1% |
| Participant deferral / active EE | $5,567 | $3,779+47.3% | $4,656+19.6% | $4,028+38.2% |
| Admin fee / account holder | $5,780 | $6,110-5.4% | $7,492-22.8% | $5,403+7.0% |