Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $154,829 | $81,233+90.6% | $155,567-0.5% | $80,874+91.4% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | -36.16% | 33.33%-69.5pp | 64.74%-100.9pp | 35.62%-71.8pp |
| Employer contribution / active EE | $49,771 | $3,101+1505.1% | $4,674+964.8% | $2,756+1706.2% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $15,461 | $7,998+93.3% | $15,916-2.9% | $6,935+122.9% |