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 | $50,725 | $133,998-62.1% | $112,263-54.8% | $134,545-62.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -25.11% | 47.17%-72.3pp | 27.49%-52.6pp | 418.37%-443.5pp |
| Employer contribution / active EE | $1,703 | $4,040-57.8% | $3,636-53.2% | $4,742-64.1% |
| Participant deferral / active EE | $2,483 | $5,292-53.1% | $4,729-47.5% | $6,401-61.2% |
| Admin fee / account holder | $5,778 | $7,493-22.9% | $6,410-9.9% | $11,431-49.5% |