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 | $40,252 | $209,425-80.8% | $178,499-77.4% | $158,966-74.7% |
| Participation rate | 94.7% | 86.4%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | -7.92% | 188.80%-196.7pp | 151.10%-159.0pp | 302.95%-310.9pp |
| Employer contribution / active EE | $3,966 | $5,707-30.5% | $5,011-20.9% | $4,762-16.7% |
| Participant deferral / active EE | $3,486 | $5,955-41.5% | $5,202-33.0% | $5,983-41.7% |
| Admin fee / account holder | $3,578 | $17,078-79.1% | $13,986-74.4% | $11,250-68.2% |