Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $81,324 | $99,032-17.9% | $80,022+1.6% | $135,380-39.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -11.67% | 15.39%-27.1pp | 11.22%-22.9pp | 519.81%-531.5pp |
| Employer contribution / active EE | $19,418 | $3,043+538.0% | $2,468+686.8% | $4,779+306.3% |
| Participant deferral / active EE | $9,288 | $4,282+116.9% | $3,686+152.0% | $5,609+65.6% |
| Admin fee / account holder | $383 | $10,436-96.3% | $6,521-94.1% | $10,828-96.5% |