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 | $156,616-52.2% | $133,346-43.9% | $198,609-62.3% |
| Participation rate | 94.4% | 77.7%+16.7pp | 72.8%+21.6pp | 82.4%+12.1pp |
| Annual return | -16.17% | 44.25%-60.4pp | 36.85%-53.0pp | 202.70%-218.9pp |
| Employer contribution / active EE | $13,505 | $3,368+301.0% | $2,853+373.3% | $5,055+167.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,016 | $17,468-82.7% | $14,264-78.9% | $19,030-84.1% |