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 | $81,591 | $65,092+25.3% | $143,799-43.3% | $66,938+21.9% |
| Participation rate | 91.6% | 65.2%+26.4pp | 80.3%+11.3pp | 69.8%+21.8pp |
| Annual return | -17.97% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $5,701 | $2,362+141.4% | $4,952+15.1% | $2,545+124.0% |
| Participant deferral / active EE | $16,603 | $2,920+468.6% | $5,638+194.5% | $4,238+291.7% |
| Admin fee / account holder | $4,818 | $502+859.0% | $14,677-67.2% | $594+711.8% |