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 | $69,139 | $61,660+12.1% | $80,022-13.6% | $64,173+7.7% |
| Participation rate | 75.4% | 71.7%+3.7pp | 75.8%-0.4pp | 69.6%+5.8pp |
| Annual return | -7.74% | -0.33%-7.4pp | 11.22%-19.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $796 | $1,810-56.0% | $2,468-67.8% | $2,381-66.6% |
| Participant deferral / active EE | $2,909 | $2,968-2.0% | $3,686-21.1% | $3,470-16.2% |
| Admin fee / account holder | $879 | $5,417-83.8% | $6,521-86.5% | $4,887-82.0% |