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 | $54,330 | $78,707-31.0% | $117,861-53.9% | $70,126-22.5% |
| Participation rate | 92.6% | 73.2%+19.4pp | 79.7%+12.9pp | 69.5%+23.1pp |
| Annual return | -21.57% | 23.30%-44.9pp | 335.11%-356.7pp | 73.15%-94.7pp |
| Employer contribution / active EE | $4,703 | $2,223+111.5% | $3,786+24.2% | $2,343+100.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $750 | $5,066-85.2% | $8,021-90.7% | $4,645-83.9% |