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 | $43,052 | $176,402-75.6% | $134,155-67.9% | $158,950-72.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -2.01% | 63.66%-65.7pp | 36.34%-38.4pp | 302.91%-304.9pp |
| Employer contribution / active EE | $23,013 | $5,042+356.4% | $3,705+521.2% | $4,762+383.3% |
| Participant deferral / active EE | $38,263 | $4,093+834.9% | $3,500+993.4% | $5,983+539.6% |
| Admin fee / account holder | $573 | $8,719-93.4% | $6,685-91.4% | $11,248-94.9% |