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 | $80,762 | $99,994-19.2% | $146,643-44.9% | $85,847-5.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | -5.54% | 18.93%-24.5pp | 22.75%-28.3pp | 318.61%-324.1pp |
| Employer contribution / active EE | $11,701 | $2,559+357.3% | $4,137+182.9% | $2,565+356.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,859 | $7,703-11.0% | $10,280-33.3% | $6,261+9.6% |