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 | $21,275 | $49,177-56.7% | $79,476-73.2% | $64,181-66.9% |
| Participation rate | 70.8% | 65.0%+5.8pp | 73.3%-2.5pp | 69.6%+1.3pp |
| Annual return | -39.75% | -1.16%-38.6pp | 718.21%-758.0pp | 7.63%-47.4pp |
| Employer contribution / active EE | $2,447 | $2,076+17.9% | $2,800-12.6% | $2,381+2.8% |
| Participant deferral / active EE | $4,273 | $2,821+51.5% | $3,704+15.4% | $3,470+23.2% |
| Admin fee / account holder | $935 | $3,839-75.7% | $5,113-81.7% | $4,887-80.9% |