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 | $55,794 | $64,729-13.8% | $112,263-50.3% | $68,490-18.5% |
| Participation rate | 89.7% | 67.2%+22.5pp | 75.1%+14.6pp | 67.9%+21.8pp |
| Annual return | -19.99% | -11.40%-8.6pp | 27.49%-47.5pp | -7.85%-12.1pp |
| Employer contribution / active EE | $2,397 | $2,746-12.7% | $3,636-34.1% | $2,597-7.7% |
| Participant deferral / active EE | $5,983 | $3,566+67.8% | $4,729+26.5% | $4,028+48.5% |
| Admin fee / account holder | $3,140 | $5,222-39.9% | $6,410-51.0% | $5,403-41.9% |