Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $64,090 | $59,116+8.4% | $86,438-25.9% | $68,486-6.4% |
| Participation rate | 90.7% | 75.2%+15.5pp | 80.3%+10.4pp | 67.9%+22.8pp |
| Annual return | -21.56% | -0.23%-21.3pp | 4397.19%-4418.8pp | -7.85%-13.7pp |
| Employer contribution / active EE | $2,396 | $2,519-4.9% | $3,769-36.4% | $2,597-7.7% |
| Participant deferral / active EE | $9,782 | $5,902+65.8% | $6,952+40.7% | $4,028+142.9% |
| Admin fee / account holder | $5,251 | $5,639-6.9% | $6,733-22.0% | $5,404-2.8% |