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 | $56,179 | $168,635-66.7% | $147,617-61.9% | $125,389-55.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.75% | 77.65%-82.4pp | 61.98%-66.7pp | 282.24%-287.0pp |
| Employer contribution / active EE | $1,926 | $6,252-69.2% | $5,564-65.4% | $4,866-60.4% |
| Participant deferral / active EE | $5,766 | $5,507+4.7% | $4,895+17.8% | $5,352+7.8% |
| Admin fee / account holder | $871 | $13,580-93.6% | $11,612-92.5% | $9,541-90.9% |