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 | $55,872 | $72,177-22.6% | $115,037-51.4% | $59,632-6.3% |
| Participation rate | 74.5% | 72.6%+1.9pp | 81.4%-6.9pp | 68.7%+5.8pp |
| Annual return | -2.74% | 12.02%-14.8pp | 26.14%-28.9pp | 2041.32%-2044.1pp |
| Employer contribution / active EE | $2,114 | $2,841-25.6% | $4,608-54.1% | $2,203-4.0% |
| Participant deferral / active EE | $6,300 | $4,783+31.7% | $6,026+4.5% | $3,192+97.4% |
| Admin fee / account holder | $3,947 | $4,927-19.9% | $8,175-51.7% | $4,297-8.1% |