Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $165,892 | $87,132+90.4% | $105,624+57.1% | $80,959+104.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | -1.27% | 17.03%-18.3pp | 116.20%-117.5pp | 35.67%-36.9pp |
| Employer contribution / active EE | $5,350 | $2,397+123.2% | $3,168+68.9% | $2,757+94.0% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,799 | $8,449+51.5% | $10,961+16.8% | $6,925+84.8% |