Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $53,905 | $82,674-34.8% | $125,363-57.0% | $68,495-21.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -25.32% | -5.97%-19.4pp | 572.15%-597.5pp | -7.84%-17.5pp |
| Employer contribution / active EE | $5,174 | $3,382+53.0% | $4,815+7.5% | $2,596+99.3% |
| Participant deferral / active EE | $7,774 | $6,111+27.2% | $7,447+4.4% | $4,028+93.0% |
| Admin fee / account holder | $401 | $6,276-93.6% | $10,005-96.0% | $5,403-92.6% |