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 | $208,768 | $180,459+15.7% | $154,108+35.5% | $135,380+54.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -15.58% | 888.21%-903.8pp | 735.21%-750.8pp | 519.81%-535.4pp |
| Employer contribution / active EE | $3,294 | $6,035-45.4% | $5,298-37.8% | $4,779-31.1% |
| Participant deferral / active EE | $4,280 | $5,806-26.3% | $5,081-15.8% | $5,609-23.7% |
| Admin fee / account holder | $1,555 | $16,145-90.4% | $13,411-88.4% | $10,828-85.6% |