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 | $229,986 | $149,741+53.6% | $118,914+93.4% | $158,982+44.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -2.08% | 19.94%-22.0pp | 35.89%-38.0pp | 302.99%-305.1pp |
| Employer contribution / active EE | $2,612 | $4,119-36.6% | $3,264-20.0% | $4,763-45.2% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,011 | $8,607+39.5% | $6,582+82.5% | $11,252+6.7% |