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 | $92,924 | $42,909+116.6% | $60,906+52.6% | $68,486+35.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -19.40% | -13.99%-5.4pp | 16.94%-36.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $6,263 | $1,979+216.5% | $2,703+131.7% | $2,597+141.2% |
| Participant deferral / active EE | $9,425 | $2,866+228.8% | $3,814+147.1% | $4,028+134.0% |
| Admin fee / account holder | $15,144 | $3,104+387.9% | $3,227+369.3% | $5,404+180.3% |