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 | $41,360 | $167,353-75.3% | $143,797-71.2% | $134,545-69.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.56% | 0.48%-21.0pp | -0.04%-20.5pp | 418.37%-438.9pp |
| Employer contribution / active EE | $8,671 | $5,620+54.3% | $4,952+75.1% | $4,742+82.9% |
| Participant deferral / active EE | $14,590 | $6,447+126.3% | $5,638+158.8% | $6,401+127.9% |
| Admin fee / account holder | $482 | $18,096-97.3% | $14,679-96.7% | $11,431-95.8% |