Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $151,664 | $95,979+58.0% | $74,551+103.4% | $135,380+12.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.45% | 56.97%-67.4pp | 32.53%-43.0pp | 519.81%-530.3pp |
| Employer contribution / active EE | $3,060 | $2,716+12.7% | $1,961+56.1% | $4,779-36.0% |
| Participant deferral / active EE | $4,144 | $3,844+7.8% | $3,108+33.3% | $5,609-26.1% |
| Admin fee / account holder | $450 | $6,522-93.1% | $5,059-91.1% | $10,828-95.8% |