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 | $55,091 | $131,835-58.2% | $108,582-49.3% | $273,972-79.9% |
| Participation rate | 78.3% | 83.5%-5.2pp | 79.6%-1.3pp | 83.0%-4.8pp |
| Annual return | -1.34% | -91.57%+90.2pp | -51.70%+50.4pp | 41.46%-42.8pp |
| Employer contribution / active EE | $3,043 | $4,913-38.0% | $3,758-19.0% | $4,869-37.5% |
| Participant deferral / active EE | $5,108 | $5,127-0.4% | $4,311+18.5% | $5,287-3.4% |
| Admin fee / account holder | $922 | $10,253-91.0% | $7,645-87.9% | $10,133-90.9% |