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 | $42,738 | $167,353-74.5% | $143,797-70.3% | $134,545-68.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -23.11% | 0.48%-23.6pp | -0.04%-23.1pp | 418.37%-441.5pp |
| Employer contribution / active EE | $1,933 | $5,620-65.6% | $4,952-61.0% | $4,742-59.2% |
| Participant deferral / active EE | $8,257 | $6,447+28.1% | $5,638+46.4% | $6,401+29.0% |
| Admin fee / account holder | $7,092 | $18,096-60.8% | $14,679-51.7% | $11,431-38.0% |