Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,711 | $138,102-82.8% | $125,381-81.1% | $134,532-82.4% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -24.47% | 750.73%-775.2pp | 572.31%-596.8pp | 418.27%-442.7pp |
| Employer contribution / active EE | $1,152 | $5,245-78.0% | $4,815-76.1% | $4,741-75.7% |
| Participant deferral / active EE | $3,797 | $7,801-51.3% | $7,448-49.0% | $6,401-40.7% |
| Admin fee / account holder | $1,455 | $11,568-87.4% | $10,007-85.5% | $11,429-87.3% |