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 | $113,157 | $168,635-32.9% | $147,617-23.3% | $125,389-9.8% |
| Participation rate | 78.6% | 88.8%-10.2pp | 84.6%-6.0pp | 83.2%-4.6pp |
| Annual return | -6.08% | 77.65%-83.7pp | 61.98%-68.1pp | 282.24%-288.3pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,782 | $5,507-31.3% | $4,895-22.7% | $5,352-29.3% |
| Admin fee / account holder | $1,040 | $13,580-92.3% | $11,612-91.0% | $9,541-89.1% |