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 | $158,261 | $181,896-13.0% | $156,551+1.1% | $273,972-42.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -2.24% | 30.74%-33.0pp | 32.23%-34.5pp | 41.46%-43.7pp |
| Employer contribution / active EE | $2,721 | $6,248-56.5% | $5,501-50.5% | $4,869-44.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,207 | $15,560-85.8% | $13,028-83.1% | $10,133-78.2% |