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 | $61,658 | $202,440-69.5% | $169,390-63.6% | $139,466-55.8% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.2%+11.7pp | 80.3%+8.6pp |
| Annual return | -23.19% | 532.36%-555.6pp | 406.07%-429.3pp | 373.66%-396.9pp |
| Employer contribution / active EE | $2,637 | $4,693-43.8% | $4,013-34.3% | $4,754-44.5% |
| Participant deferral / active EE | $3,487 | $6,940-49.8% | $6,222-44.0% | $6,712-48.1% |
| Admin fee / account holder | $15,328 | $10,722+43.0% | $9,015+70.0% | $11,409+34.4% |