Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $216,389 | $83,485+159.2% | $125,192+72.8% | $72,975+196.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | -5.80% | 25.77%-31.6pp | 43.79%-49.6pp | 81.01%-86.8pp |
| Employer contribution / active EE | $21,685 | $2,346+824.5% | $3,866+460.9% | $2,440+788.7% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $21,685 | $5,518+293.0% | $9,704+123.5% | $5,124+323.2% |