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 | $219,982 | $167,533+31.3% | $151,645+45.1% | $134,545+63.5% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -26.49% | 7.81%-34.3pp | 3.34%-29.8pp | 418.37%-444.9pp |
| Employer contribution / active EE | $5,863 | $6,828-14.1% | $6,165-4.9% | $4,742+23.7% |
| Participant deferral / active EE | $5,949 | $8,985-33.8% | $8,363-28.9% | $6,401-7.1% |
| Admin fee / account holder | $852 | $13,781-93.8% | $11,614-92.7% | $11,431-92.5% |