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 | $163,147 | $167,352-2.5% | $143,788+13.5% | $134,509+21.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.31% | 0.47%-33.8pp | -0.03%-33.3pp | 418.13%-451.4pp |
| Employer contribution / active EE | $29,073 | $5,620+417.3% | $4,952+487.1% | $4,741+513.3% |
| Participant deferral / active EE | $23,250 | $6,447+260.6% | $5,638+312.4% | $6,400+263.3% |
| Admin fee / account holder | $1,197 | $18,091-93.4% | $14,675-91.8% | $11,427-89.5% |