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 | $121,816 | $131,835-7.6% | $108,582+12.2% | $273,972-55.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | -17.77% | -91.57%+73.8pp | -51.70%+33.9pp | 41.46%-59.2pp |
| Employer contribution / active EE | $18,377 | $4,913+274.1% | $3,758+389.0% | $4,869+277.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,017 | $10,253-31.6% | $7,645-8.2% | $10,133-30.7% |