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 | $97,524 | $71,872+35.7% | $86,691+12.5% | $68,495+42.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -23.76% | 3.53%-27.3pp | 35.94%-59.7pp | -7.84%-15.9pp |
| Employer contribution / active EE | $2,143 | $2,173-1.4% | $2,837-24.5% | $2,596-17.5% |
| Participant deferral / active EE | $5,710 | $3,779+51.1% | $4,656+22.6% | $4,028+41.8% |
| Admin fee / account holder | $5,268 | $6,112-13.8% | $7,492-29.7% | $5,403-2.5% |