Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,475 | $93,124-88.8% | $77,100-86.4% | $134,545-92.2% |
| Participation rate | 93.3% | 74.5%+18.8pp | 67.9%+25.4pp | 81.2%+12.1pp |
| Annual return | -22.77% | 62.68%-85.5pp | 42.35%-65.1pp | 418.37%-441.1pp |
| Employer contribution / active EE | $2,075 | $3,421-39.4% | $2,815-26.3% | $4,742-56.2% |
| Participant deferral / active EE | $3,704 | $5,242-29.3% | $4,430-16.4% | $6,401-42.1% |
| Admin fee / account holder | $389 | $6,970-94.4% | $5,443-92.9% | $11,431-96.6% |