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 | $149,807 | $154,193-2.8% | $130,045+15.2% | $139,466+7.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | -7.79% | 32.51%-40.3pp | -137.30%+129.5pp | 373.66%-381.5pp |
| Employer contribution / active EE | $2,629 | $5,292-50.3% | $4,321-39.2% | $4,754-44.7% |
| Participant deferral / active EE | $8,073 | $6,709+20.3% | $5,820+38.7% | $6,712+20.3% |
| Admin fee / account holder | $1,508 | $13,989-89.2% | $10,600-85.8% | $11,409-86.8% |