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 | $105,800 | $140,578-24.7% | $100,671+5.1% | $125,389-15.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -8.84% | 24.67%-33.5pp | 20.43%-29.3pp | 282.24%-291.1pp |
| Employer contribution / active EE | $11,415 | $5,965+91.4% | $4,012+184.5% | $4,866+134.6% |
| Participant deferral / active EE | $6,000 | $3,981+50.7% | $3,144+90.9% | $5,352+12.1% |
| Admin fee / account holder | $2,514 | $6,716-62.6% | $4,850-48.2% | $9,541-73.7% |