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 | $144,087 | $147,167-2.1% | $111,392+29.4% | $135,379+6.4% |
| Participation rate | 86.7% | 84.0%+2.6pp | 78.9%+7.8pp | 82.6%+4.0pp |
| Annual return | -13.79% | -4.44%-9.3pp | -2.06%-11.7pp | 519.79%-533.6pp |
| Employer contribution / active EE | $10,740 | $5,204+106.4% | $4,328+148.2% | $4,779+124.7% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,272 | $20,270-54.3% | $12,266-24.4% | $10,828-14.4% |