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 | $25,126 | $133,998-81.2% | $112,263-77.6% | $134,545-81.3% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -21.81% | 47.17%-69.0pp | 27.49%-49.3pp | 418.37%-440.2pp |
| Employer contribution / active EE | $3,088 | $4,040-23.6% | $3,636-15.1% | $4,742-34.9% |
| Participant deferral / active EE | $2,934 | $5,292-44.6% | $4,729-38.0% | $6,401-54.2% |
| Admin fee / account holder | $2,111 | $7,493-71.8% | $6,410-67.1% | $11,431-81.5% |