Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,569 | $99,644-79.4% | $86,438-76.2% | $134,532-84.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.95% | 6787.26%-6812.2pp | 4397.19%-4422.1pp | 418.27%-443.2pp |
| Employer contribution / active EE | $4,340 | $4,402-1.4% | $3,769+15.1% | $4,741-8.5% |
| Participant deferral / active EE | $11,619 | $7,247+60.3% | $6,952+67.1% | $6,401+81.5% |
| Admin fee / account holder | $6,519 | $8,375-22.2% | $6,733-3.2% | $11,429-43.0% |