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 | $150,275 | $49,177+205.6% | $79,476+89.1% | $64,181+134.1% |
| Participation rate | 83.6% | 65.0%+18.6pp | 73.3%+10.3pp | 69.6%+14.1pp |
| Annual return | -8.23% | -1.16%-7.1pp | 718.21%-726.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $8,347 | $2,076+302.0% | $2,800+198.1% | $2,381+250.6% |
| Participant deferral / active EE | $7,696 | $2,821+172.8% | $3,704+107.8% | $3,470+121.8% |
| Admin fee / account holder | $1,347 | $3,839-64.9% | $5,113-73.7% | $4,887-72.4% |