Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $180,029 | $201,264-10.6% | $184,185-2.3% | $145,978+23.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -3.71% | 29.00%-32.7pp | 28.81%-32.5pp | 550.52%-554.2pp |
| Employer contribution / active EE | $5,246 | $7,021-25.3% | $6,426-18.4% | $4,662+12.5% |
| Participant deferral / active EE | $11,336 | $9,806+15.6% | $9,132+24.1% | $6,690+69.5% |
| Admin fee / account holder | $473 | $16,376-97.1% | $13,909-96.6% | $13,400-96.5% |