Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,429 | $152,597-83.3% | $117,533-78.4% | $134,532-81.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -33.88% | 53.04%-86.9pp | 29.77%-63.6pp | 418.27%-452.1pp |
| Employer contribution / active EE | $45,272 | $5,576+711.9% | $4,179+983.3% | $4,741+854.9% |
| Participant deferral / active EE | $51,783 | $4,821+974.1% | $4,072+1171.6% | $6,401+709.0% |
| Admin fee / account holder | $3,144 | $7,007-55.1% | $5,647-44.3% | $11,429-72.5% |