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 | $158,165 | $73,863+114.1% | $143,797+10.0% | $68,490+130.9% |
| Participation rate | 98.7% | 66.7%+32.0pp | 80.3%+18.4pp | 67.9%+30.8pp |
| Annual return | -19.43% | 0.91%-20.3pp | -0.04%-19.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $3,805 | $3,185+19.5% | $4,952-23.2% | $2,597+46.5% |
| Participant deferral / active EE | $9,395 | $3,385+177.6% | $5,638+66.6% | $4,028+133.3% |
| Admin fee / account holder | $1,386 | $5,756-75.9% | $14,679-90.6% | $5,403-74.4% |