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 | $179,914 | $99,345+81.1% | $84,753+112.3% | $273,972-34.3% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | -9.62% | 22.93%-32.5pp | 22.78%-32.4pp | 41.46%-51.1pp |
| Employer contribution / active EE | $2,835 | $4,214-32.7% | $3,574-20.7% | $4,869-41.8% |
| Participant deferral / active EE | $5,723 | $4,270+34.0% | $3,712+54.2% | $5,287+8.2% |
| Admin fee / account holder | $3,180 | $6,645-52.1% | $5,333-40.4% | $10,133-68.6% |