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 | $199,487 | $105,623+88.9% | $87,502+128.0% | $273,972-27.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -6.29% | 12.26%-18.5pp | 12.21%-18.5pp | 41.46%-47.7pp |
| Employer contribution / active EE | $2,472 | $3,141-21.3% | $2,550-3.0% | $4,869-49.2% |
| Participant deferral / active EE | $7,114 | $3,601+97.6% | $3,149+125.9% | $5,287+34.5% |
| Admin fee / account holder | $7,942 | $4,781+66.1% | $4,221+88.2% | $10,133-21.6% |