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 | $96,128 | $82,674+16.3% | $125,363-23.3% | $68,495+40.3% |
| Participation rate | 78.1% | 75.0%+3.1pp | 82.4%-4.3pp | 67.9%+10.2pp |
| Annual return | -19.99% | -5.97%-14.0pp | 572.15%-592.1pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,734 | $6,111+75.7% | $7,447+44.1% | $4,028+166.5% |
| Admin fee / account holder | $762 | $6,276-87.9% | $10,005-92.4% | $5,403-85.9% |