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 | $151,223 | $154,209-1.9% | $130,062+16.3% | $139,487+8.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -8.45% | 32.52%-41.0pp | -137.37%+128.9pp | 373.84%-382.3pp |
| Employer contribution / active EE | $6,642 | $5,292+25.5% | $4,322+53.7% | $4,755+39.7% |
| Participant deferral / active EE | $6,237 | $6,709-7.0% | $5,821+7.2% | $6,713-7.1% |
| Admin fee / account holder | $1,205 | $13,988-91.4% | $10,601-88.6% | $11,407-89.4% |