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 | $23,354 | $97,020-75.9% | $83,327-72.0% | $135,380-82.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -13.72% | 12.31%-26.0pp | 10.64%-24.4pp | 519.81%-533.5pp |
| Employer contribution / active EE | $1,596 | $4,144-61.5% | $3,379-52.8% | $4,779-66.6% |
| Participant deferral / active EE | $9,837 | $5,964+64.9% | $5,565+76.7% | $5,609+75.4% |
| Admin fee / account holder | $435 | $8,426-94.8% | $7,540-94.2% | $10,828-96.0% |