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 | $82,415 | $100,805-18.2% | $86,698-4.9% | $134,532-38.7% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -22.12% | 29.09%-51.2pp | 35.95%-58.1pp | 418.27%-440.4pp |
| Employer contribution / active EE | $2,306 | $3,490-33.9% | $2,837-18.7% | $4,741-51.4% |
| Participant deferral / active EE | $7,666 | $5,339+43.6% | $4,656+64.6% | $6,401+19.8% |
| Admin fee / account holder | $691 | $10,925-93.7% | $7,493-90.8% | $11,429-94.0% |