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 | $76,522 | $133,998-42.9% | $112,263-31.8% | $134,545-43.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -22.20% | 47.17%-69.4pp | 27.49%-49.7pp | 418.37%-440.6pp |
| Employer contribution / active EE | $1,978 | $4,040-51.0% | $3,636-45.6% | $4,742-58.3% |
| Participant deferral / active EE | $10,659 | $5,292+101.4% | $4,729+125.4% | $6,401+66.5% |
| Admin fee / account holder | $1,864 | $7,493-75.1% | $6,410-70.9% | $11,431-83.7% |