Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $75,785 | $167,522-54.8% | $151,639-50.0% | $134,532-43.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -32.66% | 7.81%-40.5pp | 3.34%-36.0pp | 418.27%-450.9pp |
| Employer contribution / active EE | $14,767 | $6,828+116.3% | $6,165+139.5% | $4,741+211.5% |
| Participant deferral / active EE | $19,456 | $8,986+116.5% | $8,363+132.6% | $6,401+204.0% |
| Admin fee / account holder | $20,161 | $13,780+46.3% | $11,613+73.6% | $11,429+76.4% |