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 | $31,224 | $167,522-81.4% | $151,639-79.4% | $134,532-76.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.00% | 7.81%-32.8pp | 3.34%-28.3pp | 418.27%-443.3pp |
| Employer contribution / active EE | $2,310 | $6,828-66.2% | $6,165-62.5% | $4,741-51.3% |
| Participant deferral / active EE | $11,275 | $8,986+25.5% | $8,363+34.8% | $6,401+76.1% |
| Admin fee / account holder | $560 | $13,780-95.9% | $11,613-95.2% | $11,429-95.1% |