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 | $35,585 | $167,353-78.7% | $143,797-75.3% | $134,545-73.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -20.37% | 0.48%-20.9pp | -0.04%-20.3pp | 418.37%-438.7pp |
| Employer contribution / active EE | $1,581 | $5,620-71.9% | $4,952-68.1% | $4,742-66.6% |
| Participant deferral / active EE | $3,888 | $6,447-39.7% | $5,638-31.0% | $6,401-39.3% |
| Admin fee / account holder | $476 | $18,096-97.4% | $14,679-96.8% | $11,431-95.8% |