Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,654 | $54,229-69.3% | $70,093-76.2% | $68,498-75.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -22.30% | -13.87%-8.4pp | 190.73%-213.0pp | -7.84%-14.5pp |
| Employer contribution / active EE | $3,619 | $2,018+79.3% | $2,560+41.4% | $2,596+39.4% |
| Participant deferral / active EE | $2,113 | $2,956-28.5% | $3,849-45.1% | $4,027-47.5% |
| Admin fee / account holder | $821 | $4,694-82.5% | $6,267-86.9% | $5,403-84.8% |