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 | $64,333 | $56,339+14.2% | $104,299-38.3% | $68,490-6.1% |
| Participation rate | 70.0% | 63.3%+6.7pp | 73.3%-3.3pp | 67.9%+2.1pp |
| Annual return | -20.29% | -9.19%-11.1pp | 24.62%-44.9pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,419 | $1,960-27.6% | $3,373-57.9% | $2,597-45.4% |
| Participant deferral / active EE | $4,731 | $3,077+53.7% | $4,626+2.3% | $4,028+17.5% |
| Admin fee / account holder | $1,020 | $4,902-79.2% | $7,339-86.1% | $5,403-81.1% |