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 | $46,215 | $54,370-15.0% | $82,763-44.2% | $68,490-32.5% |
| Participation rate | 73.2% | 63.9%+9.2pp | 72.6%+0.6pp | 67.9%+5.3pp |
| Annual return | -22.21% | -13.67%-8.5pp | 702.45%-724.7pp | -7.85%-14.4pp |
| Employer contribution / active EE | $1,957 | $2,219-11.8% | $3,008-35.0% | $2,597-24.6% |
| Participant deferral / active EE | $4,886 | $3,247+50.5% | $4,395+11.2% | $4,028+21.3% |
| Admin fee / account holder | $2,129 | $4,398-51.6% | $5,325-60.0% | $5,403-60.6% |