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 | $127,632 | $162,821-21.6% | $133,978-4.7% | $158,982-19.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -5.92% | 41.95%-47.9pp | 45.10%-51.0pp | 302.99%-308.9pp |
| Employer contribution / active EE | $14,988 | $4,976+201.2% | $3,919+282.5% | $4,763+214.7% |
| Participant deferral / active EE | $7,608 | $5,910+28.7% | $5,047+50.7% | $5,983+27.2% |
| Admin fee / account holder | $21,677 | $11,742+84.6% | $8,930+142.7% | $11,252+92.7% |