Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,379 | $138,114-67.1% | $125,391-63.8% | $134,545-66.3% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -27.42% | 750.88%-778.3pp | 572.41%-599.8pp | 418.37%-445.8pp |
| Employer contribution / active EE | $1,733 | $5,246-67.0% | $4,816-64.0% | $4,742-63.5% |
| Participant deferral / active EE | $8,718 | $7,801+11.8% | $7,448+17.0% | $6,401+36.2% |
| Admin fee / account holder | $562 | $11,570-95.1% | $10,009-94.4% | $11,431-95.1% |