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 | $154,547 | $73,863+109.2% | $143,797+7.5% | $68,490+125.6% |
| Participation rate | 98.3% | 66.7%+31.6pp | 80.3%+18.0pp | 67.9%+30.4pp |
| Annual return | -20.91% | 0.91%-21.8pp | -0.04%-20.9pp | -7.85%-13.1pp |
| Employer contribution / active EE | $10,837 | $3,185+240.3% | $4,952+118.8% | $2,597+317.3% |
| Participant deferral / active EE | $9,825 | $3,385+190.3% | $5,638+74.3% | $4,028+143.9% |
| Admin fee / account holder | $27,800 | $5,756+383.0% | $14,679+89.4% | $5,403+414.5% |