Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $58,086 | $138,102-57.9% | $125,381-53.7% | $134,532-56.8% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -23.00% | 750.73%-773.7pp | 572.31%-595.3pp | 418.27%-441.3pp |
| Employer contribution / active EE | $3,697 | $5,245-29.5% | $4,815-23.2% | $4,741-22.0% |
| Participant deferral / active EE | $7,886 | $7,801+1.1% | $7,448+5.9% | $6,401+23.2% |
| Admin fee / account holder | $1,761 | $11,568-84.8% | $10,007-82.4% | $11,429-84.6% |