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 | $41,449 | $142,392-70.9% | $119,622-65.3% | $134,532-69.2% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -20.06% | -12.46%-7.6pp | -14.98%-5.1pp | 418.27%-438.3pp |
| Employer contribution / active EE | $3,129 | $5,224-40.1% | $4,232-26.1% | $4,741-34.0% |
| Participant deferral / active EE | $8,087 | $6,467+25.0% | $5,601+44.4% | $6,401+26.3% |
| Admin fee / account holder | $14,802 | $13,593+8.9% | $10,328+43.3% | $11,429+29.5% |