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 | $97,175 | $65,034+49.4% | $90,970+6.8% | $79,856+21.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | -1.76% | 30.45%-32.2pp | 134.60%-136.4pp | 31.71%-33.5pp |
| Employer contribution / active EE | $2,778 | $1,247+122.7% | $2,122+30.9% | $2,471+12.4% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10,569 | $4,536+133.0% | $5,961+77.3% | $5,306+99.2% |