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 | $78,606 | $78,682-0.1% | $109,188-28.0% | $85,851-8.4% |
| Participation rate | 98.5% | 68.3%+30.3pp | 75.9%+22.7pp | 69.3%+29.2pp |
| Annual return | -17.50% | 25.09%-42.6pp | 25.76%-43.3pp | 318.63%-336.1pp |
| Employer contribution / active EE | $6,528 | $2,734+138.8% | $3,723+75.3% | $2,565+154.5% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,614 | $5,470-52.2% | $6,755-61.3% | $6,261-58.3% |