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 | $226,478 | $167,362+35.3% | $143,799+57.5% | $134,532+68.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -20.11% | 0.47%-20.6pp | -0.04%-20.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $3,153 | $5,620-43.9% | $4,952-36.3% | $4,741-33.5% |
| Participant deferral / active EE | $9,881 | $6,447+53.3% | $5,638+75.2% | $6,401+54.4% |
| Admin fee / account holder | $1,477 | $18,094-91.8% | $14,677-89.9% | $11,429-87.1% |