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 | $28,364 | $82,678-65.7% | $125,391-77.4% | $68,490-58.6% |
| Participation rate | 79.3% | 75.1%+4.2pp | 82.4%-3.1pp | 67.9%+11.4pp |
| Annual return | -21.23% | -5.97%-15.3pp | 572.41%-593.6pp | -7.85%-13.4pp |
| Employer contribution / active EE | $14,240 | $3,382+321.0% | $4,816+195.7% | $2,597+448.4% |
| Participant deferral / active EE | $3,752 | $6,111-38.6% | $7,448-49.6% | $4,028-6.8% |
| Admin fee / account holder | $1,902 | $6,277-69.7% | $10,009-81.0% | $5,403-64.8% |