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 | $27,189 | $54,355-50.0% | $82,744-67.1% | $68,486-60.3% |
| Participation rate | 88.2% | 63.9%+24.3pp | 72.6%+15.7pp | 67.9%+20.3pp |
| Annual return | -20.93% | -13.67%-7.3pp | 702.22%-723.1pp | -7.85%-13.1pp |
| Employer contribution / active EE | $752 | $2,219-66.1% | $3,008-75.0% | $2,597-71.0% |
| Participant deferral / active EE | $2,337 | $3,246-28.0% | $4,395-46.8% | $4,028-42.0% |
| Admin fee / account holder | $817 | $4,397-81.4% | $5,325-84.7% | $5,404-84.9% |