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 | $119,002 | $115,917+2.7% | $100,535+18.4% | $158,982-25.1% |
| Participation rate | 90.9% | 81.6%+9.3pp | 79.4%+11.5pp | 82.0%+8.9pp |
| Annual return | -3.62% | 34.80%-38.4pp | 30.90%-34.5pp | 302.99%-306.6pp |
| Employer contribution / active EE | $9,622 | $4,105+134.4% | $3,419+181.5% | $4,763+102.0% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,383 | $11,002-5.6% | $8,085+28.4% | $11,252-7.7% |