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 | $69,475 | $97,732-28.9% | $83,831-17.1% | $135,380-48.7% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -16.76% | 1287.56%-1304.3pp | 850.99%-867.8pp | 519.81%-536.6pp |
| Employer contribution / active EE | $710 | $4,222-83.2% | $3,631-80.4% | $4,779-85.1% |
| Participant deferral / active EE | $4,540 | $4,683-3.0% | $4,082+11.2% | $5,609-19.1% |
| Admin fee / account holder | $354 | $6,675-94.7% | $5,479-93.5% | $10,828-96.7% |