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 | $129,337 | $65,704+96.8% | $94,229+37.3% | $59,633+116.9% |
| Participation rate | 94.3% | 72.1%+22.2pp | 78.8%+15.5pp | 68.7%+25.6pp |
| Annual return | -7.59% | 5.22%-12.8pp | 10.68%-18.3pp | 2041.45%-2049.0pp |
| Employer contribution / active EE | $9,633 | $2,021+376.7% | $3,587+168.6% | $2,203+337.3% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $860 | $4,265-79.8% | $6,269-86.3% | $4,297-80.0% |