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 | $171,181 | $57,352+198.5% | $83,830+104.2% | $64,173+166.7% |
| Participation rate | 77.4% | 68.6%+8.8pp | 76.1%+1.3pp | 69.6%+7.8pp |
| Annual return | -8.67% | 11.38%-20.0pp | 850.97%-859.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $10,405 | $2,546+308.8% | $3,631+186.6% | $2,381+337.0% |
| Participant deferral / active EE | $3,269 | $2,993+9.2% | $4,082-19.9% | $3,470-5.8% |
| Admin fee / account holder | $9,817 | $4,046+142.6% | $5,479+79.2% | $4,887+100.9% |