Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $117,291 | $81,476+44.0% | $102,383+14.6% | $80,925+44.9% |
| Participation rate | 97.9% | 66.8%+31.0pp | 74.5%+23.4pp | 67.7%+30.2pp |
| Annual return | -16.34% | 25.59%-41.9pp | 24.94%-41.3pp | 35.65%-52.0pp |
| Employer contribution / active EE | $32,263 | $3,105+939.2% | $3,870+733.6% | $2,756+1070.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,042 | $6,717-24.9% | $8,391-39.9% | $6,940-27.3% |