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 | $81,331+90.4% | $155,534-0.5% | $80,935+91.3% |
| Participation rate | 96.8% | 66.3%+30.5pp | 78.2%+18.6pp | 67.7%+29.1pp |
| Annual return | -36.16% | 33.37%-69.5pp | 64.92%-101.1pp | 35.66%-71.8pp |
| Employer contribution / active EE | $49,771 | $3,105+1503.1% | $4,675+964.7% | $2,757+1705.5% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $15,461 | $7,999+93.3% | $15,900-2.8% | $6,924+123.3% |