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 | $86,045 | $167,353-48.6% | $143,797-40.2% | $134,545-36.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.82% | 0.48%-31.3pp | -0.04%-30.8pp | 418.37%-449.2pp |
| Employer contribution / active EE | $7,514 | $5,620+33.7% | $4,952+51.7% | $4,742+58.5% |
| Participant deferral / active EE | $7,800 | $6,447+21.0% | $5,638+38.3% | $6,401+21.8% |
| Admin fee / account holder | $2,260 | $18,096-87.5% | $14,679-84.6% | $11,431-80.2% |