Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $104,016 | $133,981-22.4% | $112,249-7.3% | $134,532-22.7% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -23.29% | 47.16%-70.5pp | 27.48%-50.8pp | 418.27%-441.6pp |
| Employer contribution / active EE | $3,516 | $4,040-13.0% | $3,636-3.3% | $4,741-25.8% |
| Participant deferral / active EE | $7,421 | $5,292+40.2% | $4,729+56.9% | $6,401+15.9% |
| Admin fee / account holder | $6,089 | $7,492-18.7% | $6,412-5.0% | $11,429-46.7% |