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 | $139,341 | $113,941+22.3% | $94,229+47.9% | $125,389+11.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.91% | 5.29%-9.2pp | 10.68%-14.6pp | 282.24%-286.1pp |
| Employer contribution / active EE | $12,587 | $4,727+166.3% | $3,587+250.9% | $4,866+158.7% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,543 | $8,392-81.6% | $6,269-75.4% | $9,541-83.8% |