Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,583 | $162,136-85.5% | $152,301-84.5% | $154,746-84.8% |
| Participation rate | 76.2% | 84.1%-7.9pp | 82.4%-6.3pp | 80.7%-4.5pp |
| Annual return | -59.01% | 91.02%-150.0pp | 80.50%-139.5pp | 172.34%-231.3pp |
| Employer contribution / active EE | $2,503 | $4,890-48.8% | $4,624-45.9% | $4,379-42.8% |
| Participant deferral / active EE | $5,329 | $8,341-36.1% | $8,004-33.4% | $6,730-20.8% |
| Admin fee / account holder | $22,030 | $15,759+39.8% | $14,398+53.0% | $14,365+53.4% |