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 | $184,235 | $131,835+39.7% | $108,582+69.7% | $273,972-32.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -5.00% | -91.57%+86.6pp | -51.70%+46.7pp | 41.46%-46.5pp |
| Employer contribution / active EE | $1,221 | $4,913-75.1% | $3,758-67.5% | $4,869-74.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,765 | $10,253-82.8% | $7,645-76.9% | $10,133-82.6% |