Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,890 | $167,352-74.4% | $143,788-70.2% | $134,509-68.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -20.51% | 0.47%-21.0pp | -0.03%-20.5pp | 418.13%-438.6pp |
| Employer contribution / active EE | $2,133 | $5,620-62.1% | $4,952-56.9% | $4,741-55.0% |
| Participant deferral / active EE | $6,051 | $6,447-6.1% | $5,638+7.3% | $6,400-5.5% |
| Admin fee / account holder | $321 | $18,091-98.2% | $14,675-97.8% | $11,427-97.2% |