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 | $41,509 | $133,981-69.0% | $112,249-63.0% | $134,532-69.1% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -21.92% | 47.16%-69.1pp | 27.48%-49.4pp | 418.27%-440.2pp |
| Employer contribution / active EE | $1,717 | $4,040-57.5% | $3,636-52.8% | $4,741-63.8% |
| Participant deferral / active EE | $1,717 | $5,292-67.5% | $4,729-63.7% | $6,401-73.2% |
| Admin fee / account holder | $3,597 | $7,492-52.0% | $6,412-43.9% | $11,429-68.5% |