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 | $157,118 | $77,908+101.7% | $149,696+5.0% | $75,173+109.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | -6.30% | 31.73%-38.0pp | 134.46%-140.8pp | 160.72%-167.0pp |
| Employer contribution / active EE | $18,508 | $3,138+489.9% | $4,821+283.9% | $2,671+592.9% |
| Participant deferral / active EE | $3,003 | $3,411-12.0% | $5,682-47.1% | $4,126-27.2% |
| Admin fee / account holder | $3,012 | $5,950-49.4% | $13,212-77.2% | $5,651-46.7% |