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 | $135,677 | $167,353-18.9% | $143,797-5.6% | $134,545+0.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -22.63% | 0.48%-23.1pp | -0.04%-22.6pp | 418.37%-441.0pp |
| Employer contribution / active EE | $7,830 | $5,620+39.3% | $4,952+58.1% | $4,742+65.1% |
| Participant deferral / active EE | $5,313 | $6,447-17.6% | $5,638-5.8% | $6,401-17.0% |
| Admin fee / account holder | $902 | $18,096-95.0% | $14,679-93.9% | $11,431-92.1% |