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 | $106,599 | $77,908+36.8% | $149,696-28.8% | $75,173+41.8% |
| Participation rate | 95.9% | 65.6%+30.3pp | 78.8%+17.1pp | 67.2%+28.7pp |
| Annual return | 0.35% | 31.73%-31.4pp | 134.46%-134.1pp | 160.72%-160.4pp |
| Employer contribution / active EE | $14,187 | $3,138+352.1% | $4,821+194.3% | $2,671+431.2% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,532 | $5,950-74.2% | $13,212-88.4% | $5,651-72.9% |