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 | $32,536 | $102,422-68.2% | $147,117-77.9% | $80,959-59.8% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | -6.47% | 135.16%-141.6pp | 420.54%-427.0pp | 35.67%-42.1pp |
| Employer contribution / active EE | $4,418 | $3,717+18.8% | $4,932-10.4% | $2,757+60.2% |
| Participant deferral / active EE | $7,407 | $6,652+11.3% | $8,065-8.2% | $4,300+72.2% |
| Admin fee / account holder | $14,136 | $7,953+77.7% | $12,993+8.8% | $6,925+104.1% |