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 | $103,299 | $75,962+36.0% | $154,108-33.0% | $64,173+61.0% |
| Participation rate | 90.6% | 70.4%+20.2pp | 83.0%+7.6pp | 69.6%+21.1pp |
| Annual return | -15.08% | 30.32%-45.4pp | 735.21%-750.3pp | 7.63%-22.7pp |
| Employer contribution / active EE | $3,904 | $3,350+16.5% | $5,298-26.3% | $2,381+64.0% |
| Participant deferral / active EE | $8,492 | $3,175+167.5% | $5,081+67.1% | $3,470+144.7% |
| Admin fee / account holder | $5,227 | $5,589-6.5% | $13,411-61.0% | $4,887+6.9% |