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 | $145,924 | $135,645+7.6% | $110,243+32.4% | $135,380+7.8% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.8%-9.8pp | 82.6%-12.6pp |
| Annual return | -11.25% | 513.24%-524.5pp | 314.76%-326.0pp | 519.81%-531.1pp |
| Employer contribution / active EE | $1,438 | $4,907-70.7% | $3,827-62.4% | $4,779-69.9% |
| Participant deferral / active EE | $5,943 | $5,507+7.9% | $4,672+27.2% | $5,609+6.0% |
| Admin fee / account holder | $6,256 | $11,458-45.4% | $8,548-26.8% | $10,828-42.2% |