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 | $162,136-50.3% | $152,301-47.0% | $154,746-47.9% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | -0.02% | 91.02%-91.0pp | 80.50%-80.5pp | 172.34%-172.4pp |
| Employer contribution / active EE | $1,518 | $4,890-69.0% | $4,624-67.2% | $4,379-65.3% |
| Participant deferral / active EE | $3,482 | $8,341-58.3% | $8,004-56.5% | $6,730-48.3% |
| Admin fee / account holder | $7,092 | $15,759-55.0% | $14,398-50.7% | $14,365-50.6% |