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 | $229,028 | $133,998+70.9% | $112,263+104.0% | $134,545+70.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.84% | 47.17%-68.0pp | 27.49%-48.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $21,465 | $4,040+431.3% | $3,636+490.3% | $4,742+352.7% |
| Participant deferral / active EE | $16,887 | $5,292+219.1% | $4,729+257.1% | $6,401+163.8% |
| Admin fee / account holder | $3,284 | $7,493-56.2% | $6,410-48.8% | $11,431-71.3% |