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 | $27,339 | $92,219-70.4% | $76,767-64.4% | $135,380-79.8% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -9.33% | 5.46%-14.8pp | 2.43%-11.8pp | 519.81%-529.1pp |
| Employer contribution / active EE | $4,051 | $3,216+26.0% | $2,485+63.0% | $4,779-15.2% |
| Participant deferral / active EE | $6,827 | $4,508+51.4% | $3,852+77.2% | $5,609+21.7% |
| Admin fee / account holder | $386 | $10,749-96.4% | $6,675-94.2% | $10,828-96.4% |