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 | $43,170 | $108,942-60.4% | $100,415-57.0% | $145,897-70.4% |
| Participation rate | 71.4% | 83.0%-11.6pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | -16.00% | 58.27%-74.3pp | 49.47%-65.5pp | 552.29%-568.3pp |
| Employer contribution / active EE | $3,289 | $4,422-25.6% | $3,943-16.6% | $4,663-29.5% |
| Participant deferral / active EE | $7,623 | $8,461-9.9% | $8,091-5.8% | $6,689+14.0% |
| Admin fee / account holder | $30,883 | $9,702+218.3% | $7,906+290.6% | $13,390+130.6% |