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 | $28,308 | $81,504-65.3% | $102,437-72.4% | $80,959-65.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -5.99% | 25.60%-31.6pp | 24.95%-30.9pp | 35.67%-41.7pp |
| Employer contribution / active EE | $4,498 | $3,104+44.9% | $3,871+16.2% | $2,757+63.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,739 | $6,719-59.2% | $8,388-67.3% | $6,925-60.4% |