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 | $123,169 | $185,312-33.5% | $161,489-23.7% | $154,746-20.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | -31.77% | 103.84%-135.6pp | 89.72%-121.5pp | 172.34%-204.1pp |
| Employer contribution / active EE | $1,744 | $4,769-63.4% | $4,268-59.1% | $4,379-60.2% |
| Participant deferral / active EE | $2,808 | $6,350-55.8% | $5,630-50.1% | $6,730-58.3% |
| Admin fee / account holder | $9,554 | $18,654-48.8% | $16,006-40.3% | $14,365-33.5% |