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 | $117,287 | $77,817+50.7% | $123,553-5.1% | $64,173+82.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.08% | 12.49%-21.6pp | 119.21%-128.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $7,647 | $3,014+153.7% | $4,628+65.2% | $2,381+221.2% |
| Participant deferral / active EE | $5,228 | $5,240-0.2% | $6,426-18.6% | $3,470+50.7% |
| Admin fee / account holder | $754 | $5,519-86.3% | $9,284-91.9% | $4,887-84.6% |