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 | $220,640 | $56,339+291.6% | $104,299+111.5% | $68,490+222.1% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -19.94% | -9.19%-10.8pp | 24.62%-44.6pp | -7.85%-12.1pp |
| Employer contribution / active EE | $7,043 | $1,960+259.3% | $3,373+108.8% | $2,597+171.2% |
| Participant deferral / active EE | $7,929 | $3,077+157.7% | $4,626+71.4% | $4,028+96.9% |
| Admin fee / account holder | $61,308 | $4,902+1150.8% | $7,339+735.3% | $5,403+1034.7% |