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 | $44,647 | $77,908-42.7% | $149,696-70.2% | $75,173-40.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | -9.32% | 31.73%-41.0pp | 134.46%-143.8pp | 160.72%-170.0pp |
| Employer contribution / active EE | $2,928 | $3,138-6.7% | $4,821-39.3% | $2,671+9.6% |
| Participant deferral / active EE | $1,150 | $3,411-66.3% | $5,682-79.8% | $4,126-72.1% |
| Admin fee / account holder | $7,251 | $5,950+21.9% | $13,212-45.1% | $5,651+28.3% |