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 | $114,587 | $167,352-31.5% | $143,788-20.3% | $134,509-14.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.27% | 0.47%-20.7pp | -0.03%-20.2pp | 418.13%-438.4pp |
| Employer contribution / active EE | $10,667 | $5,620+89.8% | $4,952+115.4% | $4,741+125.0% |
| Participant deferral / active EE | $11,606 | $6,447+80.0% | $5,638+105.9% | $6,400+81.3% |
| Admin fee / account holder | $651 | $18,091-96.4% | $14,675-95.6% | $11,427-94.3% |