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 | $121,127 | $73,009+65.9% | $90,760+33.5% | $68,486+76.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -21.95% | -13.81%-8.1pp | -12.16%-9.8pp | -7.85%-14.1pp |
| Employer contribution / active EE | $9,427 | $2,193+329.9% | $2,922+222.6% | $2,597+263.0% |
| Participant deferral / active EE | $5,717 | $3,626+57.7% | $4,565+25.2% | $4,028+42.0% |
| Admin fee / account holder | $37,723 | $5,896+539.9% | $8,444+346.7% | $5,404+598.1% |