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 | $135,044 | $82,678+63.3% | $125,391+7.7% | $68,490+97.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.11% | -5.97%-15.1pp | 572.41%-593.5pp | -7.85%-13.3pp |
| Employer contribution / active EE | $3,924 | $3,382+16.0% | $4,816-18.5% | $2,597+51.1% |
| Participant deferral / active EE | $10,407 | $6,111+70.3% | $7,448+39.7% | $4,028+158.4% |
| Admin fee / account holder | $34,027 | $6,277+442.1% | $10,009+240.0% | $5,403+529.8% |