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 | $157,532 | $78,694+100.2% | $67,652+132.9% | $125,389+25.6% |
| Participation rate | 95.2% | 78.8%+16.4pp | 75.7%+19.6pp | 83.2%+12.0pp |
| Annual return | -4.35% | 9.46%-13.8pp | 6625.40%-6629.7pp | 282.24%-286.6pp |
| Employer contribution / active EE | $5,308 | $3,044+74.4% | $2,266+134.3% | $4,866+9.1% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,727 | $7,403-36.1% | $4,821-1.9% | $9,541-50.5% |