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 | $85,230 | $95,915-11.1% | $79,580+7.1% | $134,532-36.6% |
| Participation rate | 88.9% | 75.0%+13.8pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -25.09% | -2.71%-22.4pp | 0.15%-25.2pp | 418.27%-443.4pp |
| Employer contribution / active EE | $1,149 | $3,129-63.3% | $2,413-52.4% | $4,741-75.8% |
| Participant deferral / active EE | $9,674 | $4,693+106.1% | $3,985+142.7% | $6,401+51.1% |
| Admin fee / account holder | $6,748 | $9,132-26.1% | $6,835-1.3% | $11,429-41.0% |