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 | $49,710 | $77,817-36.1% | $123,553-59.8% | $64,173-22.5% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | -8.97% | 12.49%-21.5pp | 119.21%-128.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $4,214 | $3,014+39.8% | $4,628-8.9% | $2,381+77.0% |
| Participant deferral / active EE | $8,480 | $5,240+61.8% | $6,426+32.0% | $3,470+144.4% |
| Admin fee / account holder | $3,040 | $5,519-44.9% | $9,284-67.3% | $4,887-37.8% |