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 | $112,757 | $142,358-20.8% | $119,615-5.7% | $134,493-16.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.41% | -12.46%-11.9pp | -14.98%-9.4pp | 418.01%-442.4pp |
| Employer contribution / active EE | $8,653 | $5,223+65.7% | $4,232+104.4% | $4,740+82.6% |
| Participant deferral / active EE | $0 | $6,470-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $851 | $13,585-93.7% | $10,324-91.8% | $11,425-92.6% |