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 | $158,470 | $73,988+114.2% | $96,538+64.2% | $75,177+110.8% |
| Participation rate | 96.3% | 66.4%+29.9pp | 74.3%+21.9pp | 67.2%+29.1pp |
| Annual return | -5.93% | 26.73%-32.7pp | 35.74%-41.7pp | 160.75%-166.7pp |
| Employer contribution / active EE | $22,766 | $2,930+676.9% | $3,740+508.7% | $2,671+752.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $20,833 | $5,220+299.1% | $6,737+209.2% | $5,651+268.6% |