Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,638 | $111,535-91.4% | $105,223-90.8% | $137,256-93.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | -24.24% | 237.85%-262.1pp | 180.65%-204.9pp | 220.34%-244.6pp |
| Employer contribution / active EE | $1,170 | $3,939-70.3% | $3,689-68.3% | $4,156-71.9% |
| Participant deferral / active EE | $5,119 | $5,500-6.9% | $5,072+0.9% | $6,407-20.1% |
| Admin fee / account holder | $10,639 | $9,721+9.4% | $8,859+20.1% | $12,270-13.3% |