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 | $84,976 | $80,983+4.9% | $96,544-12.0% | $75,177+13.0% |
| Participation rate | 97.7% | 71.8%+25.9pp | 76.0%+21.7pp | 67.2%+30.5pp |
| Annual return | -2.71% | 27.05%-29.8pp | 25.88%-28.6pp | 160.75%-163.5pp |
| Employer contribution / active EE | $2,326 | $2,282+1.9% | $2,966-21.6% | $2,671-12.9% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,167 | $6,717-52.8% | $8,254-61.6% | $5,651-44.0% |