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 | $42,090 | $133,981-68.6% | $112,249-62.5% | $134,532-68.7% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -22.80% | 47.16%-70.0pp | 27.48%-50.3pp | 418.27%-441.1pp |
| Employer contribution / active EE | $1,298 | $4,040-67.9% | $3,636-64.3% | $4,741-72.6% |
| Participant deferral / active EE | $6,674 | $5,292+26.1% | $4,729+41.1% | $6,401+4.3% |
| Admin fee / account holder | $4,736 | $7,492-36.8% | $6,412-26.1% | $11,429-58.6% |