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 | $122,647 | $81,446+50.6% | $103,374+18.6% | $80,874+51.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -4.63% | 25.57%-30.2pp | 24.89%-29.5pp | 35.62%-40.2pp |
| Employer contribution / active EE | $9,968 | $3,107+220.8% | $3,869+157.6% | $2,756+261.7% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,655 | $6,715-15.8% | $8,394-32.6% | $6,935-18.5% |