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 | $80,644 | $154,228-47.7% | $145,433-44.5% | $137,256-41.2% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | -0.02% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.4pp |
| Employer contribution / active EE | $1,518 | $4,804-68.4% | $4,554-66.7% | $4,156-63.5% |
| Participant deferral / active EE | $3,482 | $8,216-57.6% | $7,897-55.9% | $6,407-45.6% |
| Admin fee / account holder | $7,092 | $14,344-50.6% | $13,129-46.0% | $12,270-42.2% |