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 | $146,311 | $82,678+77.0% | $125,391+16.7% | $68,490+113.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -24.57% | -5.97%-18.6pp | 572.41%-597.0pp | -7.85%-16.7pp |
| Employer contribution / active EE | $9,455 | $3,382+179.5% | $4,816+96.3% | $2,597+264.1% |
| Participant deferral / active EE | $11,366 | $6,111+86.0% | $7,448+52.6% | $4,028+182.2% |
| Admin fee / account holder | $1,701 | $6,277-72.9% | $10,009-83.0% | $5,403-68.5% |