Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $109,982 | $81,870+34.3% | $119,622-8.1% | $68,486+60.6% |
| Participation rate | 76.8% | 71.9%+4.9pp | 79.3%-2.5pp | 67.9%+8.9pp |
| Annual return | -20.34% | -23.82%+3.5pp | -14.98%-5.4pp | -7.85%-12.5pp |
| Employer contribution / active EE | $1,879 | $2,692-30.2% | $4,232-55.6% | $2,597-27.6% |
| Participant deferral / active EE | $6,005 | $4,148+44.8% | $5,601+7.2% | $4,028+49.1% |
| Admin fee / account holder | $5,358 | $6,583-18.6% | $10,328-48.1% | $5,404-0.9% |