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 | $111,356 | $69,977+59.1% | $108,582+2.6% | $62,881+77.1% |
| Participation rate | 93.8% | 72.9%+20.9pp | 79.6%+14.3pp | 69.3%+24.5pp |
| Annual return | -0.36% | 10.73%-11.1pp | -51.70%+51.3pp | 20.14%-20.5pp |
| Employer contribution / active EE | $5,758 | $2,135+169.7% | $3,758+53.2% | $2,281+152.5% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,072 | $5,076+98.4% | $7,645+31.7% | $4,296+134.5% |