Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,514 | $86,922-56.8% | $102,438-63.4% | $80,874-53.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | -22.96% | 18.90%-41.9pp | 29.37%-52.3pp | 35.62%-58.6pp |
| Employer contribution / active EE | $7,192 | $2,369+203.5% | $3,024+137.8% | $2,756+161.0% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,747 | $8,050-78.3% | $9,448-81.5% | $6,935-74.8% |