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 | $94,927 | $58,099+63.4% | $76,872+23.5% | $75,173+26.3% |
| Participation rate | 98.0% | 63.9%+34.1pp | 69.6%+28.4pp | 67.2%+30.8pp |
| Annual return | -2.53% | 26.71%-29.2pp | 37.90%-40.4pp | 160.72%-163.3pp |
| Employer contribution / active EE | $5,612 | $1,996+181.2% | $2,533+121.5% | $2,671+110.1% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,481 | $4,778+14.7% | $5,476+0.1% | $5,651-3.0% |