Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $26,483 | $78,694-66.3% | $67,652-60.9% | $125,389-78.9% |
| Participation rate | 91.7% | 78.8%+12.9pp | 75.7%+16.0pp | 83.2%+8.5pp |
| Annual return | -3.49% | 9.46%-12.9pp | 6625.40%-6628.9pp | 282.24%-285.7pp |
| Employer contribution / active EE | $2,078 | $3,044-31.7% | $2,266-8.3% | $4,866-57.3% |
| Participant deferral / active EE | $4,526 | $4,292+5.4% | $3,560+27.1% | $5,352-15.4% |
| Admin fee / account holder | $499 | $7,403-93.3% | $4,821-89.7% | $9,541-94.8% |