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 | $101,568 | $78,694+29.1% | $67,652+50.1% | $125,389-19.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.20% | 9.46%-14.7pp | 6625.40%-6630.6pp | 282.24%-287.4pp |
| Employer contribution / active EE | $4,950 | $3,044+62.6% | $2,266+118.5% | $4,866+1.7% |
| Participant deferral / active EE | $2,563 | $4,292-40.3% | $3,560-28.0% | $5,352-52.1% |
| Admin fee / account holder | $413 | $7,403-94.4% | $4,821-91.4% | $9,541-95.7% |