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 | $72,639 | $62,583+16.1% | $76,767-5.4% | $64,173+13.2% |
| Participation rate | 72.4% | 72.8%-0.4pp | 77.0%-4.6pp | 69.6%+2.8pp |
| Annual return | -11.55% | -1.95%-9.6pp | 2.43%-14.0pp | 7.63%-19.2pp |
| Employer contribution / active EE | $983 | $1,832-46.3% | $2,485-60.4% | $2,381-58.7% |
| Participant deferral / active EE | $2,977 | $3,145-5.3% | $3,852-22.7% | $3,470-14.2% |
| Admin fee / account holder | $1,861 | $4,667-60.1% | $6,675-72.1% | $4,887-61.9% |