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 | $120,470 | $82,678+45.7% | $125,391-3.9% | $68,490+75.9% |
| Participation rate | 75.9% | 75.1%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -31.62% | -5.97%-25.7pp | 572.41%-604.0pp | -7.85%-23.8pp |
| Employer contribution / active EE | $6,215 | $3,382+83.7% | $4,816+29.1% | $2,597+139.3% |
| Participant deferral / active EE | $13,818 | $6,111+126.1% | $7,448+85.5% | $4,028+243.1% |
| Admin fee / account holder | $9,989 | $6,277+59.1% | $10,009-0.2% | $5,403+84.9% |