Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $103,091 | $183,592-43.8% | $155,574-33.7% | $145,877-29.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -3.40% | 61.37%-64.8pp | 64.87%-68.3pp | 551.28%-554.7pp |
| Employer contribution / active EE | $6,332 | $5,317+19.1% | $4,676+35.4% | $4,663+35.8% |
| Participant deferral / active EE | $3,943 | $6,466-39.0% | $5,629-30.0% | $6,691-41.1% |
| Admin fee / account holder | $3,687 | $19,316-80.9% | $15,914-76.8% | $13,402-72.5% |