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 | $196,909 | $81,870+140.5% | $119,622+64.6% | $68,486+187.5% |
| Participation rate | 76.0% | 71.9%+4.1pp | 79.3%-3.3pp | 67.9%+8.1pp |
| Annual return | -21.26% | -23.82%+2.6pp | -14.98%-6.3pp | -7.85%-13.4pp |
| Employer contribution / active EE | $5,854 | $2,692+117.5% | $4,232+38.3% | $2,597+125.5% |
| Participant deferral / active EE | $14,051 | $4,148+238.7% | $5,601+150.9% | $4,028+248.9% |
| Admin fee / account holder | $6,905 | $6,583+4.9% | $10,328-33.1% | $5,404+27.8% |