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 | $25,407 | $138,076-81.6% | $123,553-79.4% | $135,380-81.2% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -9.91% | 153.70%-163.6pp | 119.21%-129.1pp | 519.81%-529.7pp |
| Employer contribution / active EE | $3,938 | $5,152-23.6% | $4,628-14.9% | $4,779-17.6% |
| Participant deferral / active EE | $10,458 | $6,800+53.8% | $6,426+62.7% | $5,609+86.4% |
| Admin fee / account holder | $1,474 | $10,917-86.5% | $9,284-84.1% | $10,828-86.4% |