Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $80,644 | $87,166-7.5% | $76,735+5.1% | $137,256-41.2% |
| Participation rate | 76.9% | 74.4%+2.6pp | 69.5%+7.4pp | 80.0%-3.0pp |
| Annual return | -3.39% | 26.50%-29.9pp | 29.77%-33.2pp | 220.34%-223.7pp |
| Employer contribution / active EE | $15,649 | $2,904+438.8% | $2,454+537.6% | $4,156+276.5% |
| Participant deferral / active EE | $5,034 | $4,726+6.5% | $4,088+23.2% | $6,407-21.4% |
| Admin fee / account holder | $1,707 | $8,403-79.7% | $7,189-76.3% | $12,270-86.1% |