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 | $135,929 | $72,404+87.7% | $110,243+23.3% | $64,173+111.8% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | -9.95% | -6.29%-3.7pp | 314.76%-324.7pp | 7.63%-17.6pp |
| Employer contribution / active EE | $2,313 | $2,282+1.4% | $3,827-39.6% | $2,381-2.9% |
| Participant deferral / active EE | $5,996 | $3,469+72.8% | $4,672+28.3% | $3,470+72.8% |
| Admin fee / account holder | $2,698 | $5,664-52.4% | $8,548-68.4% | $4,887-44.8% |