Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,319 | $217,432-74.1% | $185,849-69.7% | $167,536-66.4% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | -0.57% | 148.42%-149.0pp | 122.10%-122.7pp | 478.82%-479.4pp |
| Employer contribution / active EE | $11,429 | $5,875+94.5% | $5,169+121.1% | $4,839+136.2% |
| Participant deferral / active EE | $7,704 | $6,357+21.2% | $5,569+38.3% | $6,342+21.5% |
| Admin fee / account holder | $354 | $19,818-98.2% | $16,244-97.8% | $12,315-97.1% |