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 | $51,160 | $91,536-44.1% | $130,062-60.7% | $75,177-31.9% |
| Participation rate | 92.5% | 71.5%+21.0pp | 78.5%+13.9pp | 67.2%+25.2pp |
| Annual return | 9.73% | -631.62%+641.4pp | -137.37%+147.1pp | 160.75%-151.0pp |
| Employer contribution / active EE | $1,485 | $2,845-47.8% | $4,322-65.6% | $2,671-44.4% |
| Participant deferral / active EE | $2,991 | $4,343-31.1% | $5,821-48.6% | $4,126-27.5% |
| Admin fee / account holder | $9,292 | $6,780+37.1% | $10,601-12.3% | $5,651+64.4% |