Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,875 | $133,981-77.0% | $112,249-72.5% | $134,532-77.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -25.25% | 47.16%-72.4pp | 27.48%-52.7pp | 418.27%-443.5pp |
| Employer contribution / active EE | $3,137 | $4,040-22.3% | $3,636-13.7% | $4,741-33.8% |
| Participant deferral / active EE | $8,802 | $5,292+66.3% | $4,729+86.1% | $6,401+37.5% |
| Admin fee / account holder | $442 | $7,492-94.1% | $6,412-93.1% | $11,429-96.1% |