Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $105,686 | $93,345+13.2% | $119,126-11.3% | $87,485+20.8% |
| Participation rate | 90.5% | 68.7%+21.7pp | 75.8%+14.7pp | 68.9%+21.5pp |
| Annual return | -19.54% | 19.08%-38.6pp | 282.11%-301.6pp | 26.06%-45.6pp |
| Employer contribution / active EE | $7,404 | $3,172+133.5% | $4,034+83.6% | $2,596+185.2% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,430 | $8,039-32.5% | $10,693-49.2% | $7,775-30.2% |