Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,639 | $172,111-81.0% | $150,298-78.3% | $137,256-76.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -24.84% | 69.37%-94.2pp | 62.79%-87.6pp | 220.34%-245.2pp |
| Employer contribution / active EE | $5,693 | $4,636+22.8% | $4,154+37.0% | $4,156+37.0% |
| Participant deferral / active EE | $10,452 | $6,166+69.5% | $5,453+91.7% | $6,407+63.1% |
| Admin fee / account holder | $8,337 | $16,471-49.4% | $14,116-40.9% | $12,270-32.1% |