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 | $218,311 | $127,387+71.4% | $115,038+89.8% | $125,389+74.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.20% | 31.28%-35.5pp | 26.14%-30.3pp | 282.24%-286.4pp |
| Employer contribution / active EE | $6,046 | $5,166+17.0% | $4,608+31.2% | $4,866+24.2% |
| Participant deferral / active EE | $19,946 | $6,423+210.5% | $6,026+231.0% | $5,352+272.7% |
| Admin fee / account holder | $2,102 | $9,516-77.9% | $8,175-74.3% | $9,541-78.0% |