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 | $39,652 | $115,810-65.8% | $101,271-60.8% | $158,966-75.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | -7.46% | 56.15%-63.6pp | 46.48%-53.9pp | 302.95%-310.4pp |
| Employer contribution / active EE | $3,750 | $4,175-10.2% | $3,660+2.5% | $4,762-21.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $431 | $7,248-94.1% | $5,948-92.8% | $11,250-96.2% |