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 | $113,843 | $183,516-38.0% | $155,534-26.8% | $145,884-22.0% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | -2.81% | 61.43%-64.2pp | 64.92%-67.7pp | 551.85%-554.7pp |
| Employer contribution / active EE | $13,040 | $5,315+145.4% | $4,675+178.9% | $4,662+179.7% |
| Participant deferral / active EE | $7,691 | $6,467+18.9% | $5,630+36.6% | $6,690+15.0% |
| Admin fee / account holder | $17,938 | $19,293-7.0% | $15,900+12.8% | $13,392+33.9% |