Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $84,312 | $105,284-19.9% | $150,734-44.1% | $94,015-10.3% |
| Participation rate | 94.6% | 71.7%+22.9pp | 78.4%+16.2pp | 70.8%+23.8pp |
| Annual return | -9.34% | 15.67%-25.0pp | 600.81%-610.1pp | 17.84%-27.2pp |
| Employer contribution / active EE | $5,253 | $3,599+46.0% | $4,918+6.8% | $2,790+88.3% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $956 | $9,839-90.3% | $14,905-93.6% | $8,951-89.3% |