Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,007 | $88,603-71.8% | $69,890-64.2% | $134,545-81.4% |
| Participation rate | 85.7% | 74.9%+10.8pp | 70.5%+15.2pp | 81.2%+4.5pp |
| Annual return | -22.40% | 442.93%-465.3pp | 190.84%-213.2pp | 418.37%-440.8pp |
| Employer contribution / active EE | $2,495 | $3,236-22.9% | $2,560-2.5% | $4,742-47.4% |
| Participant deferral / active EE | $8,431 | $4,771+76.7% | $3,848+119.1% | $6,401+31.7% |
| Admin fee / account holder | $326 | $10,443-96.9% | $6,267-94.8% | $11,431-97.1% |