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 | $16,219 | $107,809-85.0% | $90,657-82.1% | $135,380-88.0% |
| Participation rate | 81.3% | 78.0%+3.2pp | 74.0%+7.2pp | 82.6%-1.4pp |
| Annual return | -16.52% | -0.90%-15.6pp | 1.89%-18.4pp | 519.81%-536.3pp |
| Employer contribution / active EE | $6,436 | $3,018+113.2% | $2,532+154.2% | $4,779+34.7% |
| Participant deferral / active EE | $3,641 | $3,872-6.0% | $3,424+6.3% | $5,609-35.1% |
| Admin fee / account holder | $304 | $5,931-94.9% | $4,994-93.9% | $10,828-97.2% |