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 | $168,407 | $82,678+103.7% | $125,391+34.3% | $68,490+145.9% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -21.50% | -5.97%-15.5pp | 572.41%-593.9pp | -7.85%-13.6pp |
| Employer contribution / active EE | $3,932 | $3,382+16.3% | $4,816-18.3% | $2,597+51.4% |
| Participant deferral / active EE | $6,779 | $6,111+10.9% | $7,448-9.0% | $4,028+68.3% |
| Admin fee / account holder | $4,988 | $6,277-20.5% | $10,009-50.2% | $5,403-7.7% |