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 | $118,841 | $124,425-4.5% | $112,040+6.1% | $137,256-13.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | -52.78% | 24.72%-77.5pp | 24.52%-77.3pp | 220.34%-273.1pp |
| Employer contribution / active EE | $4,762 | $3,411+39.6% | $2,954+61.2% | $4,156+14.6% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $152,815 | $15,207+904.9% | $12,098+1163.1% | $12,270+1145.4% |