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 | $38,988 | $180,459-78.4% | $154,108-74.7% | $135,380-71.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -11.52% | 888.21%-899.7pp | 735.21%-746.7pp | 519.81%-531.3pp |
| Employer contribution / active EE | $1,485 | $6,035-75.4% | $5,298-72.0% | $4,779-68.9% |
| Participant deferral / active EE | $3,362 | $5,806-42.1% | $5,081-33.8% | $5,609-40.1% |
| Admin fee / account holder | $1,464 | $16,145-90.9% | $13,411-89.1% | $10,828-86.5% |