Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $58,967 | $93,617-37.0% | $135,982-56.6% | $75,177-21.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -26.36% | 30.89%-57.3pp | 68.32%-94.7pp | 160.75%-187.1pp |
| Employer contribution / active EE | $2,998 | $3,538-15.3% | $4,859-38.3% | $2,671+12.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $19,020 | $6,980+172.5% | $10,767+76.6% | $5,651+236.6% |