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 | $61,488 | $142,409-56.8% | $119,634-48.6% | $134,545-54.3% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | -25.81% | -12.46%-13.3pp | -14.98%-10.8pp | 418.37%-444.2pp |
| Employer contribution / active EE | $1,396 | $5,224-73.3% | $4,232-67.0% | $4,742-70.6% |
| Participant deferral / active EE | $2,477 | $6,468-61.7% | $5,601-55.8% | $6,401-61.3% |
| Admin fee / account holder | $8,494 | $13,594-37.5% | $10,329-17.8% | $11,431-25.7% |