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 | $36,538 | $75,832-51.8% | $147,618-75.2% | $59,633-38.7% |
| Participation rate | 72.9% | 71.6%+1.4pp | 84.6%-11.7pp | 68.7%+4.2pp |
| Annual return | -2.82% | 0.37%-3.2pp | 61.98%-64.8pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $544 | $3,485-84.4% | $5,565-90.2% | $2,203-75.3% |
| Participant deferral / active EE | $1,455 | $3,131-53.5% | $4,895-70.3% | $3,192-54.4% |
| Admin fee / account holder | $2,766 | $5,986-53.8% | $11,612-76.2% | $4,297-35.6% |