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 | $72,814 | $110,083-33.9% | $151,645-52.0% | $68,490+6.3% |
| Participation rate | 82.9% | 84.0%-1.1pp | 87.5%-4.6pp | 67.9%+15.0pp |
| Annual return | -19.24% | -10.12%-9.1pp | 3.34%-22.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $3,535 | $4,470-20.9% | $6,165-42.7% | $2,597+36.1% |
| Participant deferral / active EE | $6,122 | $6,526-6.2% | $8,363-26.8% | $4,028+52.0% |
| Admin fee / account holder | $6,283 | $7,718-18.6% | $11,614-45.9% | $5,403+16.3% |