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 | $28,656 | $90,607-68.4% | $79,467-63.9% | $135,380-78.8% |
| Participation rate | 72.2% | 76.0%-3.8pp | 73.3%-1.1pp | 82.6%-10.4pp |
| Annual return | -12.09% | 977.74%-989.8pp | 718.30%-730.4pp | 519.81%-531.9pp |
| Employer contribution / active EE | $2,246 | $3,068-26.8% | $2,800-19.8% | $4,779-53.0% |
| Participant deferral / active EE | $3,988 | $4,050-1.5% | $3,704+7.7% | $5,609-28.9% |
| Admin fee / account holder | $1,321 | $5,895-77.6% | $5,104-74.1% | $10,828-87.8% |