Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $34,422 | $81,870-58.0% | $119,622-71.2% | $68,486-49.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -20.03% | -23.82%+3.8pp | -14.98%-5.0pp | -7.85%-12.2pp |
| Employer contribution / active EE | $4,996 | $2,692+85.6% | $4,232+18.1% | $2,597+92.4% |
| Participant deferral / active EE | $7,973 | $4,148+92.2% | $5,601+42.4% | $4,028+98.0% |
| Admin fee / account holder | $481 | $6,583-92.7% | $10,328-95.3% | $5,404-91.1% |