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 | $34,004 | $82,288-58.7% | $68,794-50.6% | $134,509-74.7% |
| Participation rate | 72.2% | 75.1%-2.8pp | 69.0%+3.2pp | 81.2%-9.0pp |
| Annual return | -22.75% | -2.19%-20.6pp | -6.37%-16.4pp | 418.13%-440.9pp |
| Employer contribution / active EE | $2,304 | $3,301-30.2% | $2,656-13.2% | $4,741-51.4% |
| Participant deferral / active EE | $3,635 | $4,738-23.3% | $3,941-7.8% | $6,400-43.2% |
| Admin fee / account holder | $814 | $6,482-87.4% | $4,934-83.5% | $11,427-92.9% |