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 | $125,518 | $228,352-45.0% | $185,835-32.5% | $158,966-21.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -17.07% | 40.81%-57.9pp | 35.96%-53.0pp | 302.95%-320.0pp |
| Employer contribution / active EE | $2,413 | $4,967-51.4% | $4,087-41.0% | $4,762-49.3% |
| Participant deferral / active EE | $16,618 | $6,416+159.0% | $5,633+195.0% | $5,983+177.7% |
| Admin fee / account holder | $1,298 | $11,867-89.1% | $9,502-86.3% | $11,250-88.5% |