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 | $8,264 | $82,288-90.0% | $68,794-88.0% | $134,509-93.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.82% | -2.19%-18.6pp | -6.37%-14.4pp | 418.13%-439.0pp |
| Employer contribution / active EE | $6,472 | $3,301+96.1% | $2,656+143.7% | $4,741+36.5% |
| Participant deferral / active EE | $3,416 | $4,738-27.9% | $3,941-13.3% | $6,400-46.6% |
| Admin fee / account holder | $405 | $6,482-93.8% | $4,934-91.8% | $11,427-96.5% |