Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $106,311 | $99,032+7.3% | $80,022+32.9% | $135,379-21.5% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | -10.11% | 15.39%-25.5pp | 11.22%-21.3pp | 519.79%-529.9pp |
| Employer contribution / active EE | $4,218 | $3,043+38.6% | $2,468+70.9% | $4,779-11.7% |
| Participant deferral / active EE | $9,876 | $4,282+130.6% | $3,686+167.9% | $5,609+76.1% |
| Admin fee / account holder | $694 | $10,436-93.3% | $6,521-89.4% | $10,828-93.6% |