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 | $198,887 | $167,353+18.8% | $143,797+38.3% | $134,545+47.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.87% | 0.48%-22.4pp | -0.04%-21.8pp | 418.37%-440.2pp |
| Employer contribution / active EE | $12,992 | $5,620+131.2% | $4,952+162.3% | $4,742+174.0% |
| Participant deferral / active EE | $7,539 | $6,447+16.9% | $5,638+33.7% | $6,401+17.8% |
| Admin fee / account holder | $19,805 | $18,096+9.4% | $14,679+34.9% | $11,431+73.3% |