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 | $18,768 | $39,798-52.8% | $67,704-72.3% | $59,633-68.5% |
| Participation rate | 84.6% | 57.4%+27.3pp | 67.5%+17.1pp | 68.7%+15.9pp |
| Annual return | -3.40% | 89.94%-93.3pp | 25.41%-28.8pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $1,439 | $1,393+3.3% | $2,559-43.8% | $2,203-34.7% |
| Participant deferral / active EE | $2,173 | $2,335-7.0% | $3,585-39.4% | $3,192-31.9% |
| Admin fee / account holder | $1,248 | $3,212-61.2% | $4,255-70.7% | $4,297-71.0% |