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 | $54,193 | $91,536-40.8% | $130,062-58.3% | $75,177-27.9% |
| Participation rate | 73.9% | 71.5%+2.5pp | 78.5%-4.6pp | 67.2%+6.7pp |
| Annual return | 8.96% | -631.62%+640.6pp | -137.37%+146.3pp | 160.75%-151.8pp |
| Employer contribution / active EE | $1,704 | $2,845-40.1% | $4,322-60.6% | $2,671-36.2% |
| Participant deferral / active EE | $2,561 | $4,343-41.0% | $5,821-56.0% | $4,126-37.9% |
| Admin fee / account holder | $392 | $6,780-94.2% | $10,601-96.3% | $5,651-93.1% |