Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $135,086 | $130,294+3.7% | $170,057-20.6% | $71,529+88.9% |
| Participation rate | 92.9% | 86.2%+6.8pp | 87.0%+5.9pp | 67.9%+25.0pp |
| Annual return | -51.02% | 20.36%-71.4pp | 53.42%-104.4pp | 28.97%-80.0pp |
| Employer contribution / active EE | $24,779 | $4,385+465.1% | $6,790+264.9% | $2,590+856.8% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,411-100.0% | $4,291-100.0% |
| Admin fee / account holder | $9,957 | $966+930.5% | $12,826-22.4% | $1,588+526.8% |