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 | $175,813 | $138,385+27.0% | $184,243-4.6% | $80,925+117.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | -30.59% | 20.02%-50.6pp | 28.82%-59.4pp | 35.65%-66.2pp |
| Employer contribution / active EE | $15,577 | $4,851+221.1% | $6,427+142.4% | $2,756+465.2% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,227 | $10,489-40.6% | $13,914-55.2% | $6,940-10.3% |