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 | $128,042 | $135,956-5.8% | $123,894+3.3% | $273,972-53.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -3.00% | 56.63%-59.6pp | 47.52%-50.5pp | 41.46%-44.5pp |
| Employer contribution / active EE | $4,470 | $5,170-13.5% | $4,617-3.2% | $4,869-8.2% |
| Participant deferral / active EE | $9,256 | $6,343+45.9% | $5,984+54.7% | $5,287+75.1% |
| Admin fee / account holder | $1,784 | $9,817-81.8% | $8,357-78.7% | $10,133-82.4% |