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 | $115,719 | $167,353-30.9% | $143,797-19.5% | $134,545-14.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -20.64% | 0.48%-21.1pp | -0.04%-20.6pp | 418.37%-439.0pp |
| Employer contribution / active EE | $3,763 | $5,620-33.1% | $4,952-24.0% | $4,742-20.6% |
| Participant deferral / active EE | $5,112 | $6,447-20.7% | $5,638-9.3% | $6,401-20.1% |
| Admin fee / account holder | $10,807 | $18,096-40.3% | $14,679-26.4% | $11,431-5.5% |