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 | $28,820 | $95,979-70.0% | $74,551-61.3% | $135,380-78.7% |
| Participation rate | 92.9% | 75.7%+17.2pp | 69.1%+23.7pp | 82.6%+10.2pp |
| Annual return | -10.45% | 56.97%-67.4pp | 32.53%-43.0pp | 519.81%-530.3pp |
| Employer contribution / active EE | $1,299 | $2,716-52.2% | $1,961-33.7% | $4,779-72.8% |
| Participant deferral / active EE | $3,312 | $3,844-13.8% | $3,108+6.6% | $5,609-40.9% |
| Admin fee / account holder | $465 | $6,522-92.9% | $5,059-90.8% | $10,828-95.7% |