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 | $101,640 | $60,349+68.4% | $74,184+37.0% | $62,881+61.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -13.62% | 21.38%-35.0pp | 17.74%-31.4pp | 20.14%-33.8pp |
| Employer contribution / active EE | $8,594 | $1,680+411.4% | $2,370+262.6% | $2,281+276.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,386 | $4,261-20.5% | $5,586-39.4% | $4,296-21.2% |