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 | $126,109 | $75,832+66.3% | $147,617-14.6% | $59,633+111.5% |
| Participation rate | 85.5% | 71.6%+14.0pp | 84.6%+0.9pp | 68.7%+16.9pp |
| Annual return | -4.34% | 0.37%-4.7pp | 61.98%-66.3pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $5,677 | $3,485+62.9% | $5,564+2.0% | $2,203+157.7% |
| Participant deferral / active EE | $6,864 | $3,131+119.3% | $4,895+40.2% | $3,192+115.1% |
| Admin fee / account holder | $4,191 | $5,986-30.0% | $11,612-63.9% | $4,297-2.5% |