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 | $149,544 | $110,240+35.7% | $96,544+54.9% | $139,487+7.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -33.93% | 26.41%-60.3pp | 25.88%-59.8pp | 373.84%-407.8pp |
| Employer contribution / active EE | $3,076 | $3,622-15.1% | $2,966+3.7% | $4,755-35.3% |
| Participant deferral / active EE | $9,178 | $5,549+65.4% | $4,851+89.2% | $6,713+36.7% |
| Admin fee / account holder | $139,144 | $11,602+1099.3% | $8,254+1585.7% | $11,407+1119.8% |