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 | $94,433 | $105,861-10.8% | $90,756+4.1% | $134,509-29.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -31.36% | -10.99%-20.4pp | -12.16%-19.2pp | 418.13%-449.5pp |
| Employer contribution / active EE | $15,291 | $3,463+341.5% | $2,922+423.4% | $4,741+222.6% |
| Participant deferral / active EE | $13,706 | $5,217+162.7% | $4,565+200.2% | $6,400+114.1% |
| Admin fee / account holder | $891 | $13,938-93.6% | $8,445-89.4% | $11,427-92.2% |