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 | $193,919 | $167,362+15.9% | $143,799+34.9% | $134,532+44.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.92% | 0.47%-25.4pp | -0.04%-24.9pp | 418.27%-443.2pp |
| Employer contribution / active EE | $15,893 | $5,620+182.8% | $4,952+220.9% | $4,741+235.2% |
| Participant deferral / active EE | $9,254 | $6,447+43.5% | $5,638+64.1% | $6,401+44.6% |
| Admin fee / account holder | $108,206 | $18,094+498.0% | $14,677+637.2% | $11,429+846.8% |