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 | $37,386 | $201,259-81.4% | $184,200-79.7% | $145,959-74.4% |
| Participation rate | 93.8% | 87.5%+6.2pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | -2.60% | 28.98%-31.6pp | 28.80%-31.4pp | 561.95%-564.5pp |
| Employer contribution / active EE | $2,250 | $7,018-67.9% | $6,424-65.0% | $4,661-51.7% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,308 | $16,372-73.7% | $13,907-69.0% | $13,398-67.8% |