Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $86,002 | $71,230+20.7% | $93,727-8.2% | $80,959+6.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | -2.76% | 11.26%-14.0pp | 133.83%-136.6pp | 35.67%-38.4pp |
| Employer contribution / active EE | $14,631 | $1,565+834.7% | $2,421+504.2% | $2,757+430.6% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,481 | $6,961+21.8% | $8,292+2.3% | $6,925+22.5% |