Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $110,895 | $76,112+45.7% | $96,534+14.9% | $71,511+55.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | -5.33% | 22.81%-28.1pp | 25.88%-31.2pp | 28.86%-34.2pp |
| Employer contribution / active EE | $13,955 | $2,248+520.8% | $2,965+370.6% | $2,589+439.0% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $5,991 | $2,708+121.2% | $8,253-27.4% | $1,588+277.2% |