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 | $20,595 | $57,352-64.1% | $83,831-75.4% | $64,173-67.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -12.28% | 11.38%-23.7pp | 850.99%-863.3pp | 7.63%-19.9pp |
| Employer contribution / active EE | $2,374 | $2,546-6.8% | $3,631-34.6% | $2,381-0.3% |
| Participant deferral / active EE | $5,129 | $2,993+71.4% | $4,082+25.7% | $3,470+47.8% |
| Admin fee / account holder | $4,292 | $4,046+6.1% | $5,479-21.7% | $4,887-12.2% |