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 | $188,647 | $82,674+128.2% | $125,363+50.5% | $68,495+175.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.66% | -5.97%-15.7pp | 572.15%-593.8pp | -7.84%-13.8pp |
| Employer contribution / active EE | $5,267 | $3,382+55.7% | $4,815+9.4% | $2,596+102.8% |
| Participant deferral / active EE | $7,611 | $6,111+24.5% | $7,447+2.2% | $4,028+89.0% |
| Admin fee / account holder | $6,659 | $6,276+6.1% | $10,005-33.4% | $5,403+23.2% |