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 | $55,565 | $134,001-58.5% | $112,258-50.5% | $134,509-58.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -27.12% | 47.15%-74.3pp | 27.47%-54.6pp | 418.13%-445.3pp |
| Employer contribution / active EE | $42,313 | $4,039+947.5% | $3,636+1063.8% | $4,741+792.6% |
| Participant deferral / active EE | $19,333 | $5,291+265.4% | $4,728+308.9% | $6,400+202.1% |
| Admin fee / account holder | $323 | $7,491-95.7% | $6,411-95.0% | $11,427-97.2% |