Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $151,270 | $142,409+6.2% | $119,634+26.4% | $134,545+12.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.65% | -12.46%-8.2pp | -14.98%-5.7pp | 418.37%-439.0pp |
| Employer contribution / active EE | $3,254 | $5,224-37.7% | $4,232-23.1% | $4,742-31.4% |
| Participant deferral / active EE | $18,879 | $6,468+191.9% | $5,601+237.0% | $6,401+194.9% |
| Admin fee / account holder | $1,096 | $13,594-91.9% | $10,329-89.4% | $11,431-90.4% |