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 | $209,467 | $82,314+154.5% | $68,808+204.4% | $134,532+55.7% |
| Participation rate | 70.6% | 75.1%-4.5pp | 69.0%+1.6pp | 81.2%-10.6pp |
| Annual return | -23.00% | -2.18%-20.8pp | -6.37%-16.6pp | 418.27%-441.3pp |
| Employer contribution / active EE | $1,768 | $3,301-46.5% | $2,656-33.4% | $4,741-62.7% |
| Participant deferral / active EE | $5,898 | $4,740+24.4% | $3,942+49.6% | $6,401-7.9% |
| Admin fee / account holder | $3,058 | $6,484-52.8% | $4,936-38.1% | $11,429-73.2% |