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 | $78,943 | $77,817+1.4% | $123,553-36.1% | $64,173+23.0% |
| Participation rate | 93.8% | 74.7%+19.0pp | 82.3%+11.5pp | 69.6%+24.2pp |
| Annual return | -10.78% | 12.49%-23.3pp | 119.21%-130.0pp | 7.63%-18.4pp |
| Employer contribution / active EE | $7,002 | $3,014+132.3% | $4,628+51.3% | $2,381+194.1% |
| Participant deferral / active EE | $4,877 | $5,240-6.9% | $6,426-24.1% | $3,470+40.5% |
| Admin fee / account holder | $496 | $5,519-91.0% | $9,284-94.7% | $4,887-89.9% |