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 | $169,492 | $217,432-22.0% | $185,851-8.8% | $167,553+1.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -3.41% | 148.43%-151.8pp | 122.11%-125.5pp | 478.89%-482.3pp |
| Employer contribution / active EE | $10,064 | $5,874+71.3% | $5,168+94.7% | $4,840+108.0% |
| Participant deferral / active EE | $5,778 | $6,357-9.1% | $5,569+3.8% | $6,343-8.9% |
| Admin fee / account holder | $3,726 | $19,820-81.2% | $16,245-77.1% | $12,316-69.7% |