Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $113,737 | $88,672+28.3% | $105,223+8.1% | $82,448+38.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | -1.00% | 30.86%-31.9pp | 180.65%-181.6pp | 41.64%-42.6pp |
| Employer contribution / active EE | $16,722 | $3,048+448.6% | $3,689+353.4% | $2,551+555.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,858 | $7,146-18.0% | $8,859-33.9% | $7,234-19.0% |