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 | $62,779 | $94,529-33.6% | $140,019-55.2% | $64,173-2.2% |
| Participation rate | 96.0% | 84.1%+11.9pp | 87.5%+8.5pp | 69.6%+26.4pp |
| Annual return | -11.40% | 7.77%-19.2pp | 651.17%-662.6pp | 7.63%-19.0pp |
| Employer contribution / active EE | $3,112 | $3,812-18.4% | $5,605-44.5% | $2,381+30.7% |
| Participant deferral / active EE | $6,245 | $5,250+19.0% | $6,927-9.8% | $3,470+80.0% |
| Admin fee / account holder | $701 | $6,741-89.6% | $10,705-93.5% | $4,887-85.7% |