Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $85,973 | $167,362-48.6% | $143,799-40.2% | $134,532-36.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.52% | 0.47%-34.0pp | -0.04%-33.5pp | 418.27%-451.8pp |
| Employer contribution / active EE | $20,125 | $5,620+258.1% | $4,952+306.4% | $4,741+324.5% |
| Participant deferral / active EE | $20,500 | $6,447+218.0% | $5,638+263.6% | $6,401+220.3% |
| Admin fee / account holder | $838 | $18,094-95.4% | $14,677-94.3% | $11,429-92.7% |