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 | $35,003 | $167,353-79.1% | $143,797-75.7% | $134,545-74.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.14% | 0.48%-20.6pp | -0.04%-20.1pp | 418.37%-438.5pp |
| Employer contribution / active EE | $3,815 | $5,620-32.1% | $4,952-23.0% | $4,742-19.6% |
| Participant deferral / active EE | $7,063 | $6,447+9.5% | $5,638+25.3% | $6,401+10.3% |
| Admin fee / account holder | $318 | $18,096-98.2% | $14,679-97.8% | $11,431-97.2% |