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 | $210,470 | $167,353+25.8% | $143,797+46.4% | $134,545+56.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.31% | 0.48%-22.8pp | -0.04%-22.3pp | 418.37%-440.7pp |
| Employer contribution / active EE | $6,816 | $5,620+21.3% | $4,952+37.6% | $4,742+43.7% |
| Participant deferral / active EE | $4,388 | $6,447-31.9% | $5,638-22.2% | $6,401-31.4% |
| Admin fee / account holder | $11,575 | $18,096-36.0% | $14,679-21.1% | $11,431+1.3% |