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 | $54,607 | $78,423-30.4% | $95,964-43.1% | $79,856-31.6% |
| Participation rate | 81.7% | 73.5%+8.2pp | 77.1%+4.6pp | 69.6%+12.0pp |
| Annual return | -2.17% | 19.37%-21.5pp | 91.64%-93.8pp | 31.71%-33.9pp |
| Employer contribution / active EE | $1,751 | $1,945-10.0% | $2,541-31.1% | $2,471-29.1% |
| Participant deferral / active EE | $2,092 | $3,440-39.2% | $4,167-49.8% | $3,741-44.1% |
| Admin fee / account holder | $871 | $5,622-84.5% | $6,797-87.2% | $5,306-83.6% |