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 | $151,972 | $135,956+11.8% | $123,894+22.7% | $273,972-44.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.51% | 56.63%-58.1pp | 47.52%-49.0pp | 41.46%-43.0pp |
| Employer contribution / active EE | $25,000 | $5,170+383.6% | $4,617+441.5% | $4,869+413.5% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,531 | $9,817-64.0% | $8,357-57.8% | $10,133-65.2% |