Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,752 | $111,830-77.9% | $93,696-73.6% | $145,884-83.0% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | -1.28% | 204.08%-205.4pp | 133.74%-135.0pp | 551.85%-553.1pp |
| Employer contribution / active EE | $1,466 | $3,093-52.6% | $2,422-39.5% | $4,662-68.6% |
| Participant deferral / active EE | $5,686 | $4,920+15.6% | $4,417+28.7% | $6,690-15.0% |
| Admin fee / account holder | $568 | $10,249-94.5% | $8,287-93.1% | $13,392-95.8% |