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 | $42,026 | $134,001-68.6% | $112,258-62.6% | $134,509-68.8% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -28.89% | 47.15%-76.0pp | 27.47%-56.4pp | 418.13%-447.0pp |
| Employer contribution / active EE | $2,412 | $4,039-40.3% | $3,636-33.6% | $4,741-49.1% |
| Participant deferral / active EE | $5,019 | $5,291-5.2% | $4,728+6.1% | $6,400-21.6% |
| Admin fee / account holder | $613 | $7,491-91.8% | $6,411-90.4% | $11,427-94.6% |