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 | $32,431 | $134,001-75.8% | $112,258-71.1% | $134,509-75.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.61% | 47.15%-67.8pp | 27.47%-48.1pp | 418.13%-438.7pp |
| Employer contribution / active EE | $2,142 | $4,039-47.0% | $3,636-41.1% | $4,741-54.8% |
| Participant deferral / active EE | $7,927 | $5,291+49.8% | $4,728+67.6% | $6,400+23.8% |
| Admin fee / account holder | $709 | $7,491-90.5% | $6,411-88.9% | $11,427-93.8% |