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 | $66,319 | $82,674-19.8% | $125,381-47.1% | $68,486-3.2% |
| Participation rate | 83.8% | 75.1%+8.7pp | 82.4%+1.4pp | 67.9%+15.9pp |
| Annual return | -19.71% | -5.97%-13.7pp | 572.31%-592.0pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,754 | $6,111+26.9% | $7,448+4.1% | $4,028+92.5% |
| Admin fee / account holder | $736 | $6,277-88.3% | $10,007-92.6% | $5,404-86.4% |