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 | $153,828 | $180,459-14.8% | $154,108-0.2% | $135,380+13.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.61% | 888.21%-897.8pp | 735.21%-744.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $1,743 | $6,035-71.1% | $5,298-67.1% | $4,779-63.5% |
| Participant deferral / active EE | $6,774 | $5,806+16.7% | $5,081+33.3% | $5,609+20.8% |
| Admin fee / account holder | $1,945 | $16,145-88.0% | $13,411-85.5% | $10,828-82.0% |