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 | $218,694 | $142,392+53.6% | $119,622+82.8% | $134,532+62.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.92% | -12.46%-11.5pp | -14.98%-8.9pp | 418.27%-442.2pp |
| Employer contribution / active EE | $2,436 | $5,224-53.4% | $4,232-42.4% | $4,741-48.6% |
| Participant deferral / active EE | $11,381 | $6,467+76.0% | $5,601+103.2% | $6,401+77.8% |
| Admin fee / account holder | $15,759 | $13,593+15.9% | $10,328+52.6% | $11,429+37.9% |