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 | $71,369 | $91,537-22.0% | $130,045-45.1% | $75,173-5.1% |
| Participation rate | 70.0% | 71.5%-1.5pp | 78.5%-8.5pp | 67.2%+2.8pp |
| Annual return | -1.41% | -631.55%+630.1pp | -137.30%+135.9pp | 160.72%-162.1pp |
| Employer contribution / active EE | $817 | $2,845-71.3% | $4,321-81.1% | $2,671-69.4% |
| Participant deferral / active EE | $2,036 | $4,343-53.1% | $5,820-65.0% | $4,126-50.7% |
| Admin fee / account holder | $4,436 | $6,780-34.6% | $10,600-58.2% | $5,651-21.5% |