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 | $78,397 | $54,353+44.2% | $82,726-5.2% | $68,498+14.5% |
| Participation rate | 79.5% | 63.9%+15.5pp | 72.6%+6.9pp | 67.9%+11.6pp |
| Annual return | -19.56% | -13.67%-5.9pp | 701.33%-720.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $3,123 | $2,218+40.8% | $3,009+3.8% | $2,596+20.3% |
| Participant deferral / active EE | $3,562 | $3,246+9.7% | $4,394-18.9% | $4,027-11.6% |
| Admin fee / account holder | $4,158 | $4,396-5.4% | $5,328-22.0% | $5,403-23.0% |