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 | $34,607 | $167,362-79.3% | $143,799-75.9% | $134,532-74.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.14% | 0.47%-21.6pp | -0.04%-21.1pp | 418.27%-439.4pp |
| Employer contribution / active EE | $14,737 | $5,620+162.2% | $4,952+197.6% | $4,741+210.8% |
| Participant deferral / active EE | $6,723 | $6,447+4.3% | $5,638+19.2% | $6,401+5.0% |
| Admin fee / account holder | $326 | $18,094-98.2% | $14,677-97.8% | $11,429-97.1% |