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 | $161,687 | $100,805+60.4% | $86,698+86.5% | $134,532+20.2% |
| Participation rate | 89.5% | 79.0%+10.5pp | 76.6%+12.9pp | 81.2%+8.2pp |
| Annual return | -24.26% | 29.09%-53.3pp | 35.95%-60.2pp | 418.27%-442.5pp |
| Employer contribution / active EE | $3,471 | $3,490-0.6% | $2,837+22.3% | $4,741-26.8% |
| Participant deferral / active EE | $10,369 | $5,339+94.2% | $4,656+122.7% | $6,401+62.0% |
| Admin fee / account holder | $2,872 | $10,925-73.7% | $7,493-61.7% | $11,429-74.9% |