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 | $126,010 | $102,429+23.0% | $147,096-14.3% | $80,925+55.7% |
| Participation rate | 98.4% | 75.9%+22.6pp | 82.2%+16.2pp | 67.7%+30.8pp |
| Annual return | -1.64% | 135.02%-136.7pp | 419.75%-421.4pp | 35.65%-37.3pp |
| Employer contribution / active EE | $6,844 | $3,716+84.2% | $4,936+38.7% | $2,756+148.3% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,015 | $7,957-62.1% | $13,005-76.8% | $6,940-56.6% |