Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $203,136 | $82,674+145.7% | $125,381+62.0% | $68,486+196.6% |
| Participation rate | 97.1% | 75.1%+22.1pp | 82.4%+14.8pp | 67.9%+29.2pp |
| Annual return | -22.97% | -5.97%-17.0pp | 572.31%-595.3pp | -7.85%-15.1pp |
| Employer contribution / active EE | $10,512 | $3,382+210.8% | $4,815+118.3% | $2,597+304.8% |
| Participant deferral / active EE | $11,891 | $6,111+94.6% | $7,448+59.7% | $4,028+195.2% |
| Admin fee / account holder | $12,074 | $6,277+92.4% | $10,007+20.7% | $5,404+123.4% |