Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,280 | $90,691-62.2% | $76,119-55.0% | $145,884-76.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | -62.36% | 624.52%-686.9pp | 361.25%-423.6pp | 551.85%-614.2pp |
| Employer contribution / active EE | $3,987 | $3,329+19.8% | $2,693+48.1% | $4,662-14.5% |
| Participant deferral / active EE | $2,194 | $5,167-57.5% | $4,259-48.5% | $6,690-67.2% |
| Admin fee / account holder | $1,236 | $8,383-85.3% | $6,421-80.7% | $13,392-90.8% |