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 | $116,746 | $226,105-48.4% | $182,540-36.0% | $152,897-23.6% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.0%+8.7pp | 82.5%+4.2pp |
| Annual return | -34.38% | 192.58%-227.0pp | 148.58%-183.0pp | 345.43%-379.8pp |
| Employer contribution / active EE | $1,826 | $4,978-63.3% | $4,076-55.2% | $4,764-61.7% |
| Participant deferral / active EE | $12,055 | $6,370+89.3% | $5,525+118.2% | $5,851+106.0% |
| Admin fee / account holder | $48,446 | $10,706+352.5% | $8,593+463.8% | $11,599+317.7% |