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 | $122,226 | $154,159-20.7% | $130,026-6.0% | $139,456-12.4% |
| Participation rate | 93.3% | 82.0%+11.4pp | 78.5%+14.8pp | 80.3%+13.0pp |
| Annual return | 6.31% | 32.50%-26.2pp | -137.26%+143.6pp | 373.45%-367.1pp |
| Employer contribution / active EE | $2,723 | $5,292-48.5% | $4,321-37.0% | $4,753-42.7% |
| Participant deferral / active EE | $8,604 | $6,710+28.2% | $5,821+47.8% | $6,711+28.2% |
| Admin fee / account holder | $30,693 | $14,001+119.2% | $10,608+189.3% | $11,407+169.1% |