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 | $38,354 | $167,352-77.1% | $143,788-73.3% | $134,509-71.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -21.57% | 0.47%-22.0pp | -0.03%-21.5pp | 418.13%-439.7pp |
| Employer contribution / active EE | $3,423 | $5,620-39.1% | $4,952-30.9% | $4,741-27.8% |
| Participant deferral / active EE | $8,445 | $6,447+31.0% | $5,638+49.8% | $6,400+31.9% |
| Admin fee / account holder | $337 | $18,091-98.1% | $14,675-97.7% | $11,427-97.1% |