Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,729 | $175,259-85.9% | $149,723-83.5% | $139,487-82.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | -1.07% | 166.82%-167.9pp | 134.50%-135.6pp | 373.84%-374.9pp |
| Employer contribution / active EE | $1,943 | $5,478-64.5% | $4,821-59.7% | $4,755-59.1% |
| Participant deferral / active EE | $15,465 | $6,522+137.1% | $5,682+172.1% | $6,713+130.4% |
| Admin fee / account holder | $352,349 | $16,158+2080.6% | $13,215+2566.3% | $11,407+2988.8% |