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 | $143,788 | $113,935+26.2% | $94,224+52.6% | $125,392+14.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -20.33% | 5.29%-25.6pp | 10.68%-31.0pp | 282.23%-302.6pp |
| Employer contribution / active EE | $11,111 | $4,727+135.1% | $3,587+209.8% | $4,866+128.3% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,351-100.0% |
| Admin fee / account holder | $13,482 | $8,391+60.7% | $6,269+115.1% | $9,541+41.3% |