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 | $153,780 | $148,623+3.5% | $135,974+13.1% | $139,466+10.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | -33.14% | 79.30%-112.4pp | 68.30%-101.4pp | 373.66%-406.8pp |
| Employer contribution / active EE | $6,113 | $5,246+16.5% | $4,859+25.8% | $4,754+28.6% |
| Participant deferral / active EE | $10,355 | $8,103+27.8% | $7,760+33.4% | $6,712+54.3% |
| Admin fee / account holder | $3,592 | $12,406-71.0% | $10,767-66.6% | $11,409-68.5% |