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 | $41,499 | $95,979-56.8% | $74,551-44.3% | $135,380-69.3% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -11.05% | 56.97%-68.0pp | 32.53%-43.6pp | 519.81%-530.9pp |
| Employer contribution / active EE | $982 | $2,716-63.9% | $1,961-49.9% | $4,779-79.5% |
| Participant deferral / active EE | $1,519 | $3,844-60.5% | $3,108-51.1% | $5,609-72.9% |
| Admin fee / account holder | $2,788 | $6,522-57.3% | $5,059-44.9% | $10,828-74.3% |