Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $74,789 | $112,729-33.7% | $98,716-24.2% | $137,256-45.5% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.3%+25.2pp | 80.0%+14.5pp |
| Annual return | -16.17% | 38.48%-54.7pp | 31.81%-48.0pp | 220.34%-236.5pp |
| Employer contribution / active EE | $13,505 | $2,725+395.5% | $2,279+492.7% | $4,156+225.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,016 | $10,129-70.2% | $8,703-65.3% | $12,270-75.4% |