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 | $170,399 | $158,852+7.3% | $121,220+40.6% | $135,379+25.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -11.22% | -0.64%-10.6pp | 16.94%-28.2pp | 519.79%-531.0pp |
| Employer contribution / active EE | $31,327 | $5,666+452.9% | $4,023+678.8% | $4,779+555.5% |
| Participant deferral / active EE | $7,863 | $4,006+96.3% | $3,345+135.0% | $5,609+40.2% |
| Admin fee / account holder | $4,380 | $6,515-32.8% | $5,021-12.8% | $10,828-59.6% |