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 | $155,689 | $142,392+9.3% | $119,622+30.2% | $134,532+15.7% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -21.09% | -12.46%-8.6pp | -14.98%-6.1pp | 418.27%-439.4pp |
| Employer contribution / active EE | $3,101 | $5,224-40.6% | $4,232-26.7% | $4,741-34.6% |
| Participant deferral / active EE | $8,184 | $6,467+26.6% | $5,601+46.1% | $6,401+27.9% |
| Admin fee / account holder | $1,323 | $13,593-90.3% | $10,328-87.2% | $11,429-88.4% |