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 | $96,159 | $56,197+71.1% | $67,652+42.1% | $59,633+61.3% |
| Participation rate | 78.3% | 71.5%+6.8pp | 75.7%+2.6pp | 68.7%+9.6pp |
| Annual return | -4.48% | 18508.10%-18512.6pp | 6625.40%-6629.9pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $3,330 | $1,615+106.2% | $2,266+47.0% | $2,203+51.2% |
| Participant deferral / active EE | $4,640 | $2,844+63.2% | $3,560+30.4% | $3,192+45.4% |
| Admin fee / account holder | $544 | $3,958-86.2% | $4,821-88.7% | $4,297-87.3% |