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 | $113,563 | $75,832+49.8% | $147,617-23.1% | $59,633+90.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -12.03% | 0.37%-12.4pp | 61.98%-74.0pp | 2041.45%-2053.5pp |
| Employer contribution / active EE | $8,658 | $3,485+148.5% | $5,564+55.6% | $2,203+293.1% |
| Participant deferral / active EE | $6,818 | $3,131+117.8% | $4,895+39.3% | $3,192+113.6% |
| Admin fee / account holder | $8,866 | $5,986+48.1% | $11,612-23.6% | $4,297+106.3% |