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 | $79,147 | $77,816+1.7% | $123,552-35.9% | $64,173+23.3% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -18.43% | 12.49%-30.9pp | 119.20%-137.6pp | 7.63%-26.1pp |
| Employer contribution / active EE | $1,589 | $3,014-47.3% | $4,628-65.7% | $2,381-33.3% |
| Participant deferral / active EE | $4,295 | $5,240-18.0% | $6,426-33.2% | $3,470+23.8% |
| Admin fee / account holder | $27,814 | $5,519+404.0% | $9,285+199.6% | $4,887+469.1% |