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 | $32,487 | $57,352-43.4% | $83,830-61.2% | $64,173-49.4% |
| Participation rate | 77.4% | 68.6%+8.8pp | 76.1%+1.3pp | 69.6%+7.8pp |
| Annual return | -9.77% | 11.38%-21.2pp | 850.97%-860.7pp | 7.63%-17.4pp |
| Employer contribution / active EE | $2,353 | $2,546-7.6% | $3,631-35.2% | $2,381-1.2% |
| Participant deferral / active EE | $3,431 | $2,993+14.6% | $4,082-16.0% | $3,470-1.1% |
| Admin fee / account holder | $1,484 | $4,046-63.3% | $5,479-72.9% | $4,887-69.6% |