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 | $88,648 | $167,533-47.1% | $151,645-41.5% | $134,545-34.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -25.19% | 7.81%-33.0pp | 3.34%-28.5pp | 418.37%-443.6pp |
| Employer contribution / active EE | $15,844 | $6,828+132.0% | $6,165+157.0% | $4,742+234.2% |
| Participant deferral / active EE | $17,357 | $8,985+93.2% | $8,363+107.5% | $6,401+171.1% |
| Admin fee / account holder | $25,699 | $13,781+86.5% | $11,614+121.3% | $11,431+124.8% |