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 | $194,942 | $49,177+296.4% | $79,467+145.3% | $64,173+203.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -8.81% | -1.16%-7.7pp | 718.30%-727.1pp | 7.63%-16.4pp |
| Employer contribution / active EE | $12,050 | $2,076+480.4% | $2,800+330.3% | $2,381+406.1% |
| Participant deferral / active EE | $6,144 | $2,821+117.8% | $3,704+65.9% | $3,470+77.1% |
| Admin fee / account holder | $18,612 | $3,839+384.8% | $5,104+264.6% | $4,887+280.8% |