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 | $215,433 | $105,861+103.5% | $90,756+137.4% | $134,509+60.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.37% | -10.99%-10.4pp | -12.16%-9.2pp | 418.13%-439.5pp |
| Employer contribution / active EE | $2,977 | $3,463-14.0% | $2,922+1.9% | $4,741-37.2% |
| Participant deferral / active EE | $12,102 | $5,217+132.0% | $4,565+165.1% | $6,400+89.1% |
| Admin fee / account holder | $1,749 | $13,938-87.5% | $8,445-79.3% | $11,427-84.7% |