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 | $212,248 | $71,878+195.3% | $86,698+144.8% | $68,486+209.9% |
| Participation rate | 96.6% | 72.2%+24.3pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -21.77% | 3.53%-25.3pp | 35.95%-57.7pp | -7.85%-13.9pp |
| Employer contribution / active EE | $3,902 | $2,173+79.5% | $2,837+37.5% | $2,597+50.3% |
| Participant deferral / active EE | $15,742 | $3,779+316.6% | $4,656+238.1% | $4,028+290.8% |
| Admin fee / account holder | $1,300 | $6,113-78.7% | $7,493-82.6% | $5,404-75.9% |