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 | $138,460 | $167,352-17.3% | $143,788-3.7% | $134,509+2.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.70% | 0.47%-23.2pp | -0.03%-22.7pp | 418.13%-440.8pp |
| Employer contribution / active EE | $1,639 | $5,620-70.8% | $4,952-66.9% | $4,741-65.4% |
| Participant deferral / active EE | $18,000 | $6,447+179.2% | $5,638+219.3% | $6,400+181.2% |
| Admin fee / account holder | $691 | $18,091-96.2% | $14,675-95.3% | $11,427-94.0% |