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 | $246,416 | $91,525+169.2% | $130,026+89.5% | $75,181+227.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -0.28% | -631.40%+631.1pp | -137.26%+137.0pp | 160.69%-161.0pp |
| Employer contribution / active EE | $5,896 | $2,844+107.3% | $4,321+36.4% | $2,671+120.8% |
| Participant deferral / active EE | $14,287 | $4,342+229.0% | $5,821+145.5% | $4,126+246.3% |
| Admin fee / account holder | $10,148 | $6,778+49.7% | $10,608-4.3% | $5,650+79.6% |