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 | $48,654 | $99,644-51.2% | $86,438-43.7% | $134,532-63.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.53% | 6787.26%-6810.8pp | 4397.19%-4420.7pp | 418.27%-441.8pp |
| Employer contribution / active EE | $6,892 | $4,402+56.6% | $3,769+82.8% | $4,741+45.4% |
| Participant deferral / active EE | $7,396 | $7,247+2.1% | $6,952+6.4% | $6,401+15.5% |
| Admin fee / account holder | $1,135 | $8,375-86.4% | $6,733-83.1% | $11,429-90.1% |