Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $78,894 | $82,686-4.6% | $125,401-37.1% | $68,494+15.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.29% | -5.97%-15.3pp | 572.53%-593.8pp | -7.86%-13.4pp |
| Employer contribution / active EE | $5,061 | $3,381+49.7% | $4,816+5.1% | $2,597+94.9% |
| Participant deferral / active EE | $4,600 | $6,112-24.7% | $7,448-38.2% | $4,028+14.2% |
| Admin fee / account holder | $6,845 | $6,278+9.0% | $10,008-31.6% | $5,403+26.7% |