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 | $193,103 | $82,678+133.6% | $125,391+54.0% | $68,490+181.9% |
| Participation rate | 76.7% | 75.1%+1.6pp | 82.4%-5.7pp | 67.9%+8.8pp |
| Annual return | -20.22% | -5.97%-14.3pp | 572.41%-592.6pp | -7.85%-12.4pp |
| Employer contribution / active EE | $2,293 | $3,382-32.2% | $4,816-52.4% | $2,597-11.7% |
| Participant deferral / active EE | $9,131 | $6,111+49.4% | $7,448+22.6% | $4,028+126.7% |
| Admin fee / account holder | $3,282 | $6,277-47.7% | $10,009-67.2% | $5,403-39.3% |