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 | $106,691 | $106,905-0.2% | $84,020+27.0% | $152,885-30.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | -0.89% | 105.00%-105.9pp | 71.31%-72.2pp | 345.39%-346.3pp |
| Employer contribution / active EE | $1,692 | $2,735-38.1% | $1,984-14.7% | $4,763-64.5% |
| Participant deferral / active EE | $1,944 | $4,012-51.5% | $3,239-40.0% | $5,851-66.8% |
| Admin fee / account holder | $1,789 | $8,287-78.4% | $6,101-70.7% | $11,598-84.6% |