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 | $90,784 | $100,792-9.9% | $86,691+4.7% | $134,509-32.5% |
| Participation rate | 88.9% | 78.9%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -23.78% | 29.08%-52.9pp | 35.94%-59.7pp | 418.13%-441.9pp |
| Employer contribution / active EE | $2,056 | $3,491-41.1% | $2,837-27.5% | $4,741-56.6% |
| Participant deferral / active EE | $3,113 | $5,339-41.7% | $4,656-33.1% | $6,400-51.4% |
| Admin fee / account holder | $14,055 | $10,924+28.7% | $7,492+87.6% | $11,427+23.0% |