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 | $30,883 | $190,879-83.8% | $160,009-80.7% | $134,532-77.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -23.15% | 552.63%-575.8pp | 408.85%-432.0pp | 418.27%-441.4pp |
| Employer contribution / active EE | $1,217 | $4,995-75.6% | $4,225-71.2% | $4,741-74.3% |
| Participant deferral / active EE | $3,646 | $6,924-47.3% | $6,183-41.0% | $6,401-43.0% |
| Admin fee / account holder | $925 | $10,495-91.2% | $8,715-89.4% | $11,429-91.9% |