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 | $108,578 | $142,409-23.8% | $119,634-9.2% | $134,545-19.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.10% | -12.46%-7.6pp | -14.98%-5.1pp | 418.37%-438.5pp |
| Employer contribution / active EE | $3,267 | $5,224-37.5% | $4,232-22.8% | $4,742-31.1% |
| Participant deferral / active EE | $15,173 | $6,468+134.6% | $5,601+170.9% | $6,401+137.0% |
| Admin fee / account holder | $8,750 | $13,594-35.6% | $10,329-15.3% | $11,431-23.5% |