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 | $84,997 | $153,311-44.6% | $109,313-22.2% | $273,972-69.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -4.41% | 29.86%-34.3pp | 22.07%-26.5pp | 41.46%-45.9pp |
| Employer contribution / active EE | $6,033 | $5,619+7.4% | $3,892+55.0% | $4,869+23.9% |
| Participant deferral / active EE | $5,284 | $3,932+34.4% | $3,166+66.9% | $5,287-0.1% |
| Admin fee / account holder | $8,082 | $8,076+0.1% | $5,666+42.6% | $10,133-20.2% |