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 | $175,456 | $167,353+4.8% | $143,797+22.0% | $134,545+30.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -28.45% | 0.48%-28.9pp | -0.04%-28.4pp | 418.37%-446.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,550 | $6,447-29.4% | $5,638-19.3% | $6,401-28.9% |
| Admin fee / account holder | $16,658 | $18,096-7.9% | $14,679+13.5% | $11,431+45.7% |