Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,373 | $69,012-79.2% | $160,009-91.0% | $68,486-79.0% |
| Participation rate | 85.7% | 65.4%+20.3pp | 78.0%+7.7pp | 67.9%+17.8pp |
| Annual return | -30.74% | -9.65%-21.1pp | 408.85%-439.6pp | -7.85%-22.9pp |
| Employer contribution / active EE | $2,829 | $2,212+27.9% | $4,225-33.0% | $2,597+8.9% |
| Participant deferral / active EE | $6,677 | $4,212+58.5% | $6,183+8.0% | $4,028+65.8% |
| Admin fee / account holder | $765 | $4,798-84.1% | $8,715-91.2% | $5,404-85.8% |