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 | $168,002 | $168,635-0.4% | $147,617+13.8% | $125,389+34.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.79% | 77.65%-83.4pp | 61.98%-67.8pp | 282.24%-288.0pp |
| Employer contribution / active EE | $19,969 | $6,252+219.4% | $5,564+258.9% | $4,866+310.4% |
| Participant deferral / active EE | $13,100 | $5,507+137.9% | $4,895+167.6% | $5,352+144.8% |
| Admin fee / account holder | $13,587 | $13,5800% | $11,612+17.0% | $9,541+42.4% |