Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $25,444 | $82,674-69.2% | $125,363-79.7% | $68,495-62.9% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -20.35% | -5.97%-14.4pp | 572.15%-592.5pp | -7.84%-12.5pp |
| Employer contribution / active EE | $710 | $3,382-79.0% | $4,815-85.3% | $2,596-72.7% |
| Participant deferral / active EE | $5,019 | $6,111-17.9% | $7,447-32.6% | $4,028+24.6% |
| Admin fee / account holder | $2,083 | $6,276-66.8% | $10,005-79.2% | $5,403-61.4% |