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 | $127,217 | $91,536+39.0% | $130,062-2.2% | $75,177+69.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 9.34% | -631.62%+641.0pp | -137.37%+146.7pp | 160.75%-151.4pp |
| Employer contribution / active EE | $7,239 | $2,845+154.4% | $4,322+67.5% | $2,671+171.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,579 | $6,780-3.0% | $10,601-37.9% | $5,651+16.4% |