Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,565 | $82,288-66.5% | $68,794-59.9% | $134,509-79.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -24.61% | -2.19%-22.4pp | -6.37%-18.2pp | 418.13%-442.7pp |
| Employer contribution / active EE | $2,268 | $3,301-31.3% | $2,656-14.6% | $4,741-52.2% |
| Participant deferral / active EE | $4,639 | $4,738-2.1% | $3,941+17.7% | $6,400-27.5% |
| Admin fee / account holder | $1,836 | $6,482-71.7% | $4,934-62.8% | $11,427-83.9% |