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 | $219,183 | $158,827+38.0% | $121,208+80.8% | $135,382+61.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -12.73% | -0.64%-12.1pp | 16.93%-29.7pp | 519.77%-532.5pp |
| Employer contribution / active EE | $19,659 | $5,666+247.0% | $4,023+388.7% | $4,779+311.4% |
| Participant deferral / active EE | $21,274 | $4,006+431.1% | $3,345+535.9% | $5,609+279.3% |
| Admin fee / account holder | $10,908 | $6,514+67.5% | $5,020+117.3% | $10,829+0.7% |