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 | $23,001 | $108,922-78.9% | $100,398-77.1% | $145,978-84.2% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | -14.50% | 58.04%-72.5pp | 49.32%-63.8pp | 550.52%-565.0pp |
| Employer contribution / active EE | $2,706 | $4,426-38.9% | $3,946-31.4% | $4,662-41.9% |
| Participant deferral / active EE | $6,698 | $8,450-20.7% | $8,084-17.1% | $6,690+0.1% |
| Admin fee / account holder | $4,915 | $9,680-49.2% | $7,893-37.7% | $13,400-63.3% |