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 | $178,806 | $138,076+29.5% | $123,553+44.7% | $135,380+32.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.42% | 153.70%-163.1pp | 119.21%-128.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $7,114 | $5,152+38.1% | $4,628+53.7% | $4,779+48.9% |
| Participant deferral / active EE | $18,539 | $6,800+172.6% | $6,426+188.5% | $5,609+230.5% |
| Admin fee / account holder | $1,590 | $10,917-85.4% | $9,284-82.9% | $10,828-85.3% |