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 | $142,013 | $64,719+119.4% | $112,249+26.5% | $68,486+107.4% |
| Participation rate | 98.6% | 67.2%+31.5pp | 75.1%+23.6pp | 67.9%+30.7pp |
| Annual return | -22.30% | -11.40%-10.9pp | 27.48%-49.8pp | -7.85%-14.4pp |
| Employer contribution / active EE | $7,810 | $2,747+184.3% | $3,636+114.8% | $2,597+200.8% |
| Participant deferral / active EE | $8,778 | $3,565+146.2% | $4,729+85.6% | $4,028+118.0% |
| Admin fee / account holder | $3,908 | $5,232-25.3% | $6,412-39.1% | $5,404-27.7% |