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 | $49,934 | $138,076-63.8% | $123,553-59.6% | $135,380-63.1% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -10.82% | 153.70%-164.5pp | 119.21%-130.0pp | 519.81%-530.6pp |
| Employer contribution / active EE | $2,017 | $5,152-60.8% | $4,628-56.4% | $4,779-57.8% |
| Participant deferral / active EE | $4,117 | $6,800-39.5% | $6,426-35.9% | $5,609-26.6% |
| Admin fee / account holder | $2,291 | $10,917-79.0% | $9,284-75.3% | $10,828-78.8% |