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 | $117,945 | $90,486+30.3% | $78,676+49.9% | $273,972-56.9% |
| Participation rate | 88.2% | 76.5%+11.7pp | 73.6%+14.7pp | 83.0%+5.2pp |
| Annual return | -0.12% | 75.62%-75.7pp | 62.19%-62.3pp | 41.46%-41.6pp |
| Employer contribution / active EE | $2,802 | $3,175-11.7% | $2,850-1.7% | $4,869-42.4% |
| Participant deferral / active EE | $10,242 | $3,901+162.5% | $3,517+191.2% | $5,287+93.7% |
| Admin fee / account holder | $26,386 | $5,263+401.3% | $4,510+485.0% | $10,133+160.4% |