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 | $130,783 | $87,544+49.4% | $75,784+72.6% | $125,388+4.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -8.26% | 13.49%-21.7pp | 9.68%-17.9pp | 282.24%-290.5pp |
| Employer contribution / active EE | $7,479 | $3,930+90.3% | $3,323+125.0% | $4,866+53.7% |
| Participant deferral / active EE | $6,450 | $4,229+52.5% | $3,652+76.6% | $5,352+20.5% |
| Admin fee / account holder | $1,682 | $6,502-74.1% | $5,300-68.3% | $9,541-82.4% |