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 | $92,860 | $86,298+7.6% | $111,308-16.6% | $85,847+8.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | -13.57% | 19.99%-33.6pp | 54.67%-68.2pp | 318.61%-332.2pp |
| Employer contribution / active EE | $4,749 | $2,044+132.4% | $2,732+73.8% | $2,565+85.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,182 | $8,189-73.4% | $7,965-72.6% | $6,261-65.1% |