Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $120,179 | $82,324+46.0% | $68,803+74.7% | $134,545-10.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -23.92% | -2.17%-21.8pp | -6.37%-17.6pp | 418.37%-442.3pp |
| Employer contribution / active EE | $17,515 | $3,302+430.5% | $2,656+559.5% | $4,742+269.4% |
| Participant deferral / active EE | $13,854 | $4,740+192.3% | $3,942+251.5% | $6,401+116.4% |
| Admin fee / account holder | $1,029 | $6,485-84.1% | $4,936-79.2% | $11,431-91.0% |