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 | $65,017 | $76,551-15.1% | $123,894-47.5% | $62,881+3.4% |
| Participation rate | 94.0% | 73.0%+21.0pp | 81.4%+12.6pp | 69.3%+24.7pp |
| Annual return | -43.08% | 18.68%-61.8pp | 47.52%-90.6pp | 20.14%-63.2pp |
| Employer contribution / active EE | $32,411 | $2,882+1024.5% | $4,617+602.0% | $2,281+1321.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $14,817 | $4,826+207.0% | $8,357+77.3% | $4,296+244.9% |