Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,826 | $167,522-84.6% | $151,639-83.0% | $134,532-80.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -24.09% | 7.81%-31.9pp | 3.34%-27.4pp | 418.27%-442.4pp |
| Employer contribution / active EE | $1,529 | $6,828-77.6% | $6,165-75.2% | $4,741-67.7% |
| Participant deferral / active EE | $7,712 | $8,986-14.2% | $8,363-7.8% | $6,401+20.5% |
| Admin fee / account holder | $503 | $13,780-96.4% | $11,613-95.7% | $11,429-95.6% |