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 | $116,474 | $77,638+50.0% | $156,551-25.6% | $62,881+85.2% |
| Participation rate | 90.0% | 71.2%+18.8pp | 84.0%+6.0pp | 69.3%+20.7pp |
| Annual return | -1.78% | 50.33%-52.1pp | 32.23%-34.0pp | 20.14%-21.9pp |
| Employer contribution / active EE | $5,846 | $3,444+69.7% | $5,501+6.3% | $2,281+156.3% |
| Participant deferral / active EE | $4,149 | $3,046+36.2% | $4,871-14.8% | $3,203+29.5% |
| Admin fee / account holder | $9,422 | $5,561+69.4% | $13,028-27.7% | $4,296+119.3% |