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 | $75,825 | $73,978+2.5% | $96,515-21.4% | $75,173+0.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -1.94% | 26.72%-28.7pp | 35.73%-37.7pp | 160.72%-162.7pp |
| Employer contribution / active EE | $23,241 | $2,931+693.0% | $3,740+521.5% | $2,671+770.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,110 | $5,219-59.6% | $6,735-68.7% | $5,651-62.7% |