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 | $229,201 | $167,353+37.0% | $143,797+59.4% | $134,545+70.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.78% | 0.48%-23.3pp | -0.04%-22.7pp | 418.37%-441.2pp |
| Employer contribution / active EE | $11,815 | $5,620+110.2% | $4,952+138.6% | $4,742+149.2% |
| Participant deferral / active EE | $9,769 | $6,447+51.5% | $5,638+73.3% | $6,401+52.6% |
| Admin fee / account holder | $1,806 | $18,096-90.0% | $14,679-87.7% | $11,431-84.2% |