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 | $192,865 | $63,861+202.0% | $104,639+84.3% | $79,856+141.5% |
| Participation rate | 86.2% | 64.9%+21.3pp | 74.1%+12.1pp | 69.6%+16.6pp |
| Annual return | -6.45% | 21.30%-27.8pp | 340.67%-347.1pp | 31.71%-38.2pp |
| Employer contribution / active EE | $15,538 | $1,588+878.3% | $2,682+479.4% | $2,471+528.8% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,318 | $4,185+98.8% | $6,465+28.7% | $5,306+56.8% |