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 | $65,404 | $102,429-36.1% | $147,096-55.5% | $80,925-19.2% |
| Participation rate | 87.8% | 75.9%+11.9pp | 82.2%+5.6pp | 67.7%+20.1pp |
| Annual return | -5.97% | 135.02%-141.0pp | 419.75%-425.7pp | 35.65%-41.6pp |
| Employer contribution / active EE | $3,179 | $3,716-14.4% | $4,936-35.6% | $2,756+15.3% |
| Participant deferral / active EE | $14,361 | $6,649+116.0% | $8,071+77.9% | $4,299+234.1% |
| Admin fee / account holder | $7,543 | $7,957-5.2% | $13,005-42.0% | $6,940+8.7% |