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 | $18,964 | $54,370-65.1% | $82,763-77.1% | $68,490-72.3% |
| Participation rate | 93.8% | 63.9%+29.8pp | 72.6%+21.2pp | 67.9%+25.9pp |
| Annual return | -21.93% | -13.67%-8.3pp | 702.45%-724.4pp | -7.85%-14.1pp |
| Employer contribution / active EE | $3,126 | $2,219+40.9% | $3,008+3.9% | $2,597+20.4% |
| Participant deferral / active EE | $8,106 | $3,247+149.6% | $4,395+84.4% | $4,028+101.2% |
| Admin fee / account holder | $1,377 | $4,398-68.7% | $5,325-74.1% | $5,403-74.5% |