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 | $79,632 | $167,362-52.4% | $143,799-44.6% | $134,532-40.8% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -20.29% | 0.47%-20.8pp | -0.04%-20.2pp | 418.27%-438.6pp |
| Employer contribution / active EE | $3,378 | $5,620-39.9% | $4,952-31.8% | $4,741-28.7% |
| Participant deferral / active EE | $8,502 | $6,447+31.9% | $5,638+50.8% | $6,401+32.8% |
| Admin fee / account holder | $1,951 | $18,094-89.2% | $14,677-86.7% | $11,429-82.9% |