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 | $169,942 | $77,817+118.4% | $123,553+37.5% | $64,173+164.8% |
| Participation rate | 82.1% | 74.7%+7.4pp | 82.3%-0.2pp | 69.6%+12.6pp |
| Annual return | -8.23% | 12.49%-20.7pp | 119.21%-127.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $4,599 | $3,014+52.6% | $4,628-0.6% | $2,381+93.2% |
| Participant deferral / active EE | $12,890 | $5,240+146.0% | $6,426+100.6% | $3,470+271.5% |
| Admin fee / account holder | $29,676 | $5,519+437.7% | $9,284+219.6% | $4,887+507.2% |