Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $89,921 | $197,603-54.5% | $177,827-49.4% | $158,950-43.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -0.33% | 58.76%-59.1pp | 48.32%-48.7pp | 302.91%-303.2pp |
| Employer contribution / active EE | $4,061 | $6,698-39.4% | $5,918-31.4% | $4,762-14.7% |
| Participant deferral / active EE | $11,721 | $8,404+39.5% | $7,713+51.9% | $5,983+95.9% |
| Admin fee / account holder | $414 | $15,402-97.3% | $12,429-96.7% | $11,248-96.3% |