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 | $142,007 | $138,114+2.8% | $125,391+13.3% | $134,545+5.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.83% | 750.88%-771.7pp | 572.41%-593.2pp | 418.37%-439.2pp |
| Employer contribution / active EE | $3,908 | $5,246-25.5% | $4,816-18.8% | $4,742-17.6% |
| Participant deferral / active EE | $5,624 | $7,801-27.9% | $7,448-24.5% | $6,401-12.1% |
| Admin fee / account holder | $1,288 | $11,570-88.9% | $10,009-87.1% | $11,431-88.7% |