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 | $241,086 | $167,362+44.1% | $143,799+67.7% | $134,532+79.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.99% | 0.47%-22.5pp | -0.04%-21.9pp | 418.27%-440.3pp |
| Employer contribution / active EE | $9,698 | $5,620+72.5% | $4,952+95.8% | $4,741+104.6% |
| Participant deferral / active EE | $5,336 | $6,447-17.2% | $5,638-5.4% | $6,401-16.6% |
| Admin fee / account holder | $2,593 | $18,094-85.7% | $14,677-82.3% | $11,429-77.3% |