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 | $95,561 | $102,422-6.7% | $147,117-35.0% | $80,959+18.0% |
| Participation rate | 82.7% | 75.9%+6.8pp | 82.2%+0.5pp | 67.7%+15.0pp |
| Annual return | 7.57% | 135.16%-127.6pp | 420.54%-413.0pp | 35.67%-28.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,495 | $6,652+87.8% | $8,065+54.9% | $4,300+190.6% |
| Admin fee / account holder | $21,780 | $7,953+173.8% | $12,993+67.6% | $6,925+214.5% |