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 | $106,812 | $142,392-25.0% | $119,622-10.7% | $134,532-20.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.72% | -12.46%-12.3pp | -14.98%-9.7pp | 418.27%-443.0pp |
| Employer contribution / active EE | $7,874 | $5,224+50.7% | $4,232+86.0% | $4,741+66.1% |
| Participant deferral / active EE | $8,112 | $6,467+25.4% | $5,601+44.8% | $6,401+26.7% |
| Admin fee / account holder | $2,093 | $13,593-84.6% | $10,328-79.7% | $11,429-81.7% |