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 | $136,964 | $82,674+65.7% | $125,363+9.3% | $68,495+100.0% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -30.72% | -5.97%-24.7pp | 572.15%-602.9pp | -7.84%-22.9pp |
| Employer contribution / active EE | $4,212 | $3,382+24.5% | $4,815-12.5% | $2,596+62.2% |
| Participant deferral / active EE | $3,669 | $6,111-40.0% | $7,447-50.7% | $4,028-8.9% |
| Admin fee / account holder | $9,322 | $6,276+48.5% | $10,005-6.8% | $5,403+72.5% |