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 | $124,315 | $197,603-37.1% | $177,827-30.1% | $158,950-21.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -4.49% | 58.76%-63.2pp | 48.32%-52.8pp | 302.91%-307.4pp |
| Employer contribution / active EE | $1,655 | $6,698-75.3% | $5,918-72.0% | $4,762-65.2% |
| Participant deferral / active EE | $8,064 | $8,404-4.1% | $7,713+4.5% | $5,983+34.8% |
| Admin fee / account holder | $160,377 | $15,402+941.3% | $12,429+1190.4% | $11,248+1325.8% |