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 | $68,236 | $69,012-1.1% | $160,009-57.4% | $68,486-0.4% |
| Participation rate | 84.3% | 65.4%+18.8pp | 78.0%+6.3pp | 67.9%+16.4pp |
| Annual return | -19.41% | -9.65%-9.8pp | 408.85%-428.3pp | -7.85%-11.6pp |
| Employer contribution / active EE | $7,531 | $2,212+240.4% | $4,225+78.2% | $2,597+190.0% |
| Participant deferral / active EE | $9,607 | $4,212+128.1% | $6,183+55.4% | $4,028+138.5% |
| Admin fee / account holder | $2,843 | $4,798-40.8% | $8,715-67.4% | $5,404-47.4% |