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 | $46,645 | $138,114-66.2% | $125,391-62.8% | $134,545-65.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -24.33% | 750.88%-775.2pp | 572.41%-596.7pp | 418.37%-442.7pp |
| Employer contribution / active EE | $2,753 | $5,246-47.5% | $4,816-42.8% | $4,742-41.9% |
| Participant deferral / active EE | $10,435 | $7,801+33.8% | $7,448+40.1% | $6,401+63.0% |
| Admin fee / account holder | $668 | $11,570-94.2% | $10,009-93.3% | $11,431-94.2% |