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 | $216,857 | $69,012+214.2% | $160,009+35.5% | $68,486+216.6% |
| Participation rate | 96.6% | 65.4%+31.1pp | 78.0%+18.6pp | 67.9%+28.7pp |
| Annual return | -21.07% | -9.65%-11.4pp | 408.85%-429.9pp | -7.85%-13.2pp |
| Employer contribution / active EE | $7,247 | $2,212+227.6% | $4,225+71.5% | $2,597+179.1% |
| Participant deferral / active EE | $13,441 | $4,212+219.1% | $6,183+117.4% | $4,028+233.7% |
| Admin fee / account holder | $29,894 | $4,798+523.0% | $8,715+243.0% | $5,404+453.2% |