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 | $79,919 | $106,280-24.8% | $96,538-17.2% | $139,487-42.7% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | -3.76% | 38.48%-42.2pp | 35.74%-39.5pp | 373.84%-377.6pp |
| Employer contribution / active EE | $3,125 | $4,107-23.9% | $3,740-16.4% | $4,755-34.3% |
| Participant deferral / active EE | $1,667 | $5,457-69.4% | $4,880-65.8% | $6,713-75.2% |
| Admin fee / account holder | $9,168 | $7,888+16.2% | $6,737+36.1% | $11,407-19.6% |