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 | $58,703 | $45,566+28.8% | $64,105-8.4% | $59,633-1.6% |
| Participation rate | 93.1% | 60.2%+32.9pp | 68.2%+24.9pp | 68.7%+24.4pp |
| Annual return | -3.46% | 4.95%-8.4pp | 791.24%-794.7pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $939 | $934+0.5% | $1,820-48.4% | $2,203-57.4% |
| Participant deferral / active EE | $3,747 | $2,057+82.2% | $2,822+32.8% | $3,192+17.4% |
| Admin fee / account holder | $3,551 | $3,268+8.7% | $4,499-21.1% | $4,297-17.4% |