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 | $89,768 | $75,935+18.2% | $60,547+48.3% | $125,389-28.4% |
| Participation rate | 93.3% | 76.5%+16.8pp | 68.0%+25.4pp | 83.2%+10.1pp |
| Annual return | -5.38% | -5.38%0pp | 335.64%-341.0pp | 282.24%-287.6pp |
| Employer contribution / active EE | $2,884 | $3,438-16.1% | $2,419+19.2% | $4,866-40.7% |
| Participant deferral / active EE | $6,317 | $4,506+40.2% | $3,328+89.8% | $5,352+18.0% |
| Admin fee / account holder | $2,787 | $6,768-58.8% | $4,536-38.6% | $9,541-70.8% |