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 | $73,536 | $57,352+28.2% | $83,831-12.3% | $64,173+14.6% |
| Participation rate | 72.4% | 68.6%+3.8pp | 76.1%-3.7pp | 69.6%+2.8pp |
| Annual return | -12.43% | 11.38%-23.8pp | 850.99%-863.4pp | 7.63%-20.1pp |
| Employer contribution / active EE | $2,164 | $2,546-15.0% | $3,631-40.4% | $2,381-9.1% |
| Participant deferral / active EE | $5,581 | $2,993+86.5% | $4,082+36.7% | $3,470+60.8% |
| Admin fee / account holder | $15,195 | $4,046+275.5% | $5,479+177.4% | $4,887+210.9% |