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 | $76,636 | $92,219-16.9% | $76,766-0.2% | $135,382-43.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.02% | 5.46%-14.5pp | 2.43%-11.4pp | 519.77%-528.8pp |
| Employer contribution / active EE | $4,966 | $3,216+54.4% | $2,485+99.8% | $4,779+3.9% |
| Participant deferral / active EE | $10,388 | $4,508+130.4% | $3,851+169.7% | $5,609+85.2% |
| Admin fee / account holder | $3,892 | $10,749-63.8% | $6,675-41.7% | $10,829-64.1% |