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 | $118,859 | $97,027+22.5% | $83,323+42.6% | $135,382-12.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.03% | 12.31%-22.3pp | 10.63%-20.7pp | 519.77%-529.8pp |
| Employer contribution / active EE | $3,846 | $4,143-7.2% | $3,379+13.8% | $4,779-19.5% |
| Participant deferral / active EE | $6,496 | $5,964+8.9% | $5,565+16.7% | $5,609+15.8% |
| Admin fee / account holder | $1,153 | $8,427-86.3% | $7,539-84.7% | $10,829-89.4% |