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 | $139,620 | $167,352-16.6% | $143,788-2.9% | $134,509+3.8% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -20.29% | 0.47%-20.8pp | -0.03%-20.3pp | 418.13%-438.4pp |
| Employer contribution / active EE | $9,442 | $5,620+68.0% | $4,952+90.7% | $4,741+99.2% |
| Participant deferral / active EE | $6,238 | $6,447-3.3% | $5,638+10.6% | $6,400-2.5% |
| Admin fee / account holder | $4,294 | $18,091-76.3% | $14,675-70.7% | $11,427-62.4% |