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 | $100,658 | $87,546+15.0% | $75,784+32.8% | $125,389-19.7% |
| Participation rate | 89.5% | 80.2%+9.3pp | 75.8%+13.7pp | 83.2%+6.3pp |
| Annual return | -7.63% | 13.49%-21.1pp | 9.68%-17.3pp | 282.24%-289.9pp |
| Employer contribution / active EE | $3,325 | $3,930-15.4% | $3,3230% | $4,866-31.7% |
| Participant deferral / active EE | $6,269 | $4,230+48.2% | $3,652+71.7% | $5,352+17.1% |
| Admin fee / account holder | $4,094 | $6,503-37.0% | $5,300-22.7% | $9,541-57.1% |