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 | $88,183 | $106,008-16.8% | $92,240-4.4% | $147,586-40.2% |
| Participation rate | 82.6% | 80.4%+2.2pp | 76.5%+6.1pp | 82.8%-0.2pp |
| Annual return | 6.66% | 50.05%-43.4pp | 176.29%-169.6pp | 578.59%-571.9pp |
| Employer contribution / active EE | $2,203 | $4,333-49.2% | $3,680-40.1% | $4,876-54.8% |
| Participant deferral / active EE | $3,934 | $4,478-12.1% | $3,897+1.0% | $5,439-27.7% |
| Admin fee / account holder | $8,146 | $6,333+28.6% | $5,194+56.8% | $10,886-25.2% |