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 | $90,347 | $93,124-3.0% | $77,100+17.2% | $134,545-32.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.61% | 62.68%-84.3pp | 42.35%-64.0pp | 418.37%-440.0pp |
| Employer contribution / active EE | $9,339 | $3,421+173.0% | $2,815+231.8% | $4,742+97.0% |
| Participant deferral / active EE | $10,019 | $5,242+91.1% | $4,430+126.2% | $6,401+56.5% |
| Admin fee / account holder | $17,062 | $6,970+144.8% | $5,443+213.4% | $11,431+49.3% |