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 | $99,677 | $110,083-9.5% | $151,645-34.3% | $68,490+45.5% |
| Participation rate | 97.7% | 84.0%+13.8pp | 87.5%+10.2pp | 67.9%+29.8pp |
| Annual return | -19.41% | -10.12%-9.3pp | 3.34%-22.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $6,859 | $4,470+53.5% | $6,165+11.3% | $2,597+164.2% |
| Participant deferral / active EE | $10,939 | $6,526+67.6% | $8,363+30.8% | $4,028+171.6% |
| Admin fee / account holder | $12,629 | $7,718+63.6% | $11,614+8.7% | $5,403+133.7% |