Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,934 | $167,533-81.5% | $151,645-79.6% | $134,545-77.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.79% | 7.81%-29.6pp | 3.34%-25.1pp | 418.37%-440.2pp |
| Employer contribution / active EE | $6,098 | $6,828-10.7% | $6,165-1.1% | $4,742+28.6% |
| Participant deferral / active EE | $6,348 | $8,985-29.3% | $8,363-24.1% | $6,401-0.8% |
| Admin fee / account holder | $307 | $13,781-97.8% | $11,614-97.4% | $11,431-97.3% |