Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $110,247 | $81,233+35.7% | $155,567-29.1% | $80,874+36.3% |
| Participation rate | 95.9% | 66.2%+29.7pp | 78.2%+17.7pp | 67.6%+28.3pp |
| Annual return | -2.61% | 33.33%-35.9pp | 64.74%-67.3pp | 35.62%-38.2pp |
| Employer contribution / active EE | $10,255 | $3,101+230.7% | $4,674+119.4% | $2,756+272.1% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,526 | $7,998-80.9% | $15,916-90.4% | $6,935-78.0% |