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 | $248,929 | $69,977+255.7% | $108,582+129.3% | $62,881+295.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -2.11% | 10.73%-12.8pp | -51.70%+49.6pp | 20.14%-22.3pp |
| Employer contribution / active EE | $14,643 | $2,135+585.9% | $3,758+289.6% | $2,281+542.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,659 | $5,076-67.3% | $7,645-78.3% | $4,296-61.4% |