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 | $31,400 | $138,076-77.3% | $123,553-74.6% | $135,380-76.8% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -10.23% | 153.70%-163.9pp | 119.21%-129.4pp | 519.81%-530.0pp |
| Employer contribution / active EE | $1,599 | $5,152-69.0% | $4,628-65.5% | $4,779-66.5% |
| Participant deferral / active EE | $6,747 | $6,800-0.8% | $6,426+5.0% | $5,609+20.3% |
| Admin fee / account holder | $314 | $10,917-97.1% | $9,284-96.6% | $10,828-97.1% |