Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $61,289 | $153,311-60.0% | $109,313-43.9% | $273,972-77.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -7.04% | 29.86%-36.9pp | 22.07%-29.1pp | 41.46%-48.5pp |
| Employer contribution / active EE | $7,772 | $5,619+38.3% | $3,892+99.7% | $4,869+59.6% |
| Participant deferral / active EE | $6,000 | $3,932+52.6% | $3,166+89.5% | $5,287+13.5% |
| Admin fee / account holder | $2,404 | $8,076-70.2% | $5,666-57.6% | $10,133-76.3% |