Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $98,616 | $102,385-3.7% | $147,080-33.0% | $80,935+21.8% |
| Participation rate | 76.9% | 75.9%+1.1pp | 82.2%-5.3pp | 67.7%+9.3pp |
| Annual return | 2.60% | 135.09%-132.5pp | 420.17%-417.6pp | 35.66%-33.1pp |
| Employer contribution / active EE | $32,115 | $3,717+764.1% | $4,933+551.0% | $2,757+1065.0% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,128 | $7,951-22.9% | $12,989-52.8% | $6,924-11.5% |