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 | $62,061 | $97,732-36.5% | $83,831-26.0% | $135,380-54.2% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -15.17% | 1287.56%-1302.7pp | 850.99%-866.2pp | 519.81%-535.0pp |
| Employer contribution / active EE | $1,913 | $4,222-54.7% | $3,631-47.3% | $4,779-60.0% |
| Participant deferral / active EE | $4,827 | $4,683+3.1% | $4,082+18.2% | $5,609-14.0% |
| Admin fee / account holder | $688 | $6,675-89.7% | $5,479-87.4% | $10,828-93.6% |