Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $70,175 | $133,981-47.6% | $112,249-37.5% | $134,532-47.8% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -24.44% | 47.16%-71.6pp | 27.48%-51.9pp | 418.27%-442.7pp |
| Employer contribution / active EE | $5,647 | $4,040+39.8% | $3,636+55.3% | $4,741+19.1% |
| Participant deferral / active EE | $10,352 | $5,292+95.6% | $4,729+118.9% | $6,401+61.7% |
| Admin fee / account holder | $3,720 | $7,492-50.3% | $6,412-42.0% | $11,429-67.4% |