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 | $141,270 | $72,404+95.1% | $110,243+28.1% | $64,173+120.1% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+27.0pp |
| Annual return | -7.80% | -6.29%-1.5pp | 314.76%-322.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $6,053 | $2,282+165.3% | $3,827+58.2% | $2,381+154.2% |
| Participant deferral / active EE | $4,629 | $3,469+33.4% | $4,672-0.9% | $3,470+33.4% |
| Admin fee / account holder | $5,193 | $5,664-8.3% | $8,548-39.2% | $4,887+6.3% |