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 | $121,269 | $95,979+26.4% | $74,551+62.7% | $135,380-10.4% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -12.11% | 56.97%-69.1pp | 32.53%-44.6pp | 519.81%-531.9pp |
| Employer contribution / active EE | $4,719 | $2,716+73.7% | $1,961+140.6% | $4,779-1.3% |
| Participant deferral / active EE | $6,129 | $3,844+59.4% | $3,108+97.2% | $5,609+9.3% |
| Admin fee / account holder | $2,029 | $6,522-68.9% | $5,059-59.9% | $10,828-81.3% |