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 | $91,697 | $80,992+13.2% | $96,534-5.0% | $75,173+22.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -1.50% | 27.05%-28.6pp | 25.88%-27.4pp | 160.72%-162.2pp |
| Employer contribution / active EE | $7,576 | $2,283+231.9% | $2,965+155.5% | $2,671+183.6% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $28,521 | $6,717+324.6% | $8,253+245.6% | $5,651+404.7% |