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 | $148,622 | $91,537+62.4% | $130,045+14.3% | $75,173+97.7% |
| Participation rate | 87.8% | 71.5%+16.3pp | 78.5%+9.3pp | 67.2%+20.6pp |
| Annual return | 4.82% | -631.55%+636.4pp | -137.30%+142.1pp | 160.72%-155.9pp |
| Employer contribution / active EE | $976 | $2,845-65.7% | $4,321-77.4% | $2,671-63.4% |
| Participant deferral / active EE | $4,772 | $4,343+9.9% | $5,820-18.0% | $4,126+15.6% |
| Admin fee / account holder | $2,617 | $6,780-61.4% | $10,600-75.3% | $5,651-53.7% |