Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,742 | $167,362-88.8% | $143,799-87.0% | $134,532-86.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -59.81% | 0.47%-60.3pp | -0.04%-59.8pp | 418.27%-478.1pp |
| Employer contribution / active EE | $6,216 | $5,620+10.6% | $4,952+25.5% | $4,741+31.1% |
| Participant deferral / active EE | $4,100 | $6,447-36.4% | $5,638-27.3% | $6,401-35.9% |
| Admin fee / account holder | $803 | $18,094-95.6% | $14,677-94.5% | $11,429-93.0% |