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 | $132,244 | $82,324+60.6% | $68,803+92.2% | $134,545-1.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.75% | -2.17%-20.6pp | -6.37%-16.4pp | 418.37%-441.1pp |
| Employer contribution / active EE | $19,151 | $3,302+480.1% | $2,656+621.1% | $4,742+303.9% |
| Participant deferral / active EE | $14,352 | $4,740+202.8% | $3,942+264.1% | $6,401+124.2% |
| Admin fee / account holder | $6,324 | $6,485-2.5% | $4,936+28.1% | $11,431-44.7% |