Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,690 | $152,597-83.8% | $117,533-79.0% | $134,532-81.6% |
| Participation rate | 70.0% | 77.1%-7.1pp | 70.6%-0.6pp | 81.2%-11.2pp |
| Annual return | -20.55% | 53.04%-73.6pp | 29.77%-50.3pp | 418.27%-438.8pp |
| Employer contribution / active EE | $4,240 | $5,576-24.0% | $4,179+1.4% | $4,741-10.6% |
| Participant deferral / active EE | $7,489 | $4,821+55.4% | $4,072+83.9% | $6,401+17.0% |
| Admin fee / account holder | $545 | $7,007-92.2% | $5,647-90.3% | $11,429-95.2% |