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 | $139,687 | $93,098+50.0% | $77,081+81.2% | $134,509+3.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.20% | 62.63%-85.8pp | 42.33%-65.5pp | 418.13%-441.3pp |
| Employer contribution / active EE | $14,868 | $3,419+334.8% | $2,813+428.5% | $4,741+213.6% |
| Participant deferral / active EE | $9,311 | $5,239+77.7% | $4,428+110.3% | $6,400+45.5% |
| Admin fee / account holder | $1,202 | $6,945-82.7% | $5,427-77.8% | $11,427-89.5% |