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 | $41,439 | $92,743-55.3% | $82,744-49.9% | $134,532-69.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -22.10% | 946.63%-968.7pp | 702.22%-724.3pp | 418.27%-440.4pp |
| Employer contribution / active EE | $13,750 | $3,273+320.1% | $3,008+357.1% | $4,741+190.0% |
| Participant deferral / active EE | $4,678 | $4,802-2.6% | $4,395+6.4% | $6,401-26.9% |
| Admin fee / account holder | $2,099 | $5,977-64.9% | $5,325-60.6% | $11,429-81.6% |