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 | $65,448 | $57,352+14.1% | $83,831-21.9% | $64,173+2.0% |
| Participation rate | 93.9% | 68.6%+25.3pp | 76.1%+17.8pp | 69.6%+24.4pp |
| Annual return | -9.48% | 11.38%-20.9pp | 850.99%-860.5pp | 7.63%-17.1pp |
| Employer contribution / active EE | $12,224 | $2,546+380.2% | $3,631+236.6% | $2,381+413.4% |
| Participant deferral / active EE | $5,803 | $2,993+93.9% | $4,082+42.2% | $3,470+67.3% |
| Admin fee / account holder | $2,755 | $4,046-31.9% | $5,479-49.7% | $4,887-43.6% |