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 | $143,589 | $105,623+35.9% | $87,502+64.1% | $273,972-47.6% |
| Participation rate | 91.7% | 78.2%+13.5pp | 73.8%+17.8pp | 83.0%+8.7pp |
| Annual return | -2.48% | 12.26%-14.7pp | 12.21%-14.7pp | 41.46%-43.9pp |
| Employer contribution / active EE | $2,448 | $3,141-22.1% | $2,550-4.0% | $4,869-49.7% |
| Participant deferral / active EE | $4,607 | $3,601+27.9% | $3,149+46.3% | $5,287-12.9% |
| Admin fee / account holder | $5,591 | $4,781+17.0% | $4,221+32.5% | $10,133-44.8% |