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 | $203,962 | $78,423+160.1% | $95,964+112.5% | $79,856+155.4% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | -3.33% | 19.37%-22.7pp | 91.64%-95.0pp | 31.71%-35.0pp |
| Employer contribution / active EE | $12,019 | $1,945+517.8% | $2,541+372.9% | $2,471+386.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,248 | $5,622+46.7% | $6,797+21.3% | $5,306+55.4% |