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 | $32,071 | $48,284-33.6% | $67,524-52.5% | $80,911-60.4% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.6%+12.4pp |
| Annual return | -0.86% | 18.27%-19.1pp | 3519.41%-3520.3pp | 35.63%-36.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $847 | $2,927-71.0% | $4,001-78.8% | $4,297-80.3% |
| Admin fee / account holder | $5,058 | $3,688+37.1% | $4,001+26.4% | $6,935-27.1% |