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 | $145,120 | $78,694+84.4% | $67,652+114.5% | $125,389+15.7% |
| Participation rate | 72.2% | 78.8%-6.6pp | 75.7%-3.4pp | 83.2%-11.0pp |
| Annual return | -3.30% | 9.46%-12.8pp | 6625.40%-6628.7pp | 282.24%-285.5pp |
| Employer contribution / active EE | $1,088 | $3,044-64.2% | $2,266-52.0% | $4,866-77.6% |
| Participant deferral / active EE | $5,572 | $4,292+29.8% | $3,560+56.5% | $5,352+4.1% |
| Admin fee / account holder | $11,667 | $7,403+57.6% | $4,821+142.0% | $9,541+22.3% |