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 | $25,979 | $211,946-87.7% | $169,452-84.7% | $135,379-80.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.26% | 3.26%-13.5pp | 1.83%-12.1pp | 519.79%-530.1pp |
| Employer contribution / active EE | $1,178 | $5,117-77.0% | $4,157-71.7% | $4,779-75.3% |
| Participant deferral / active EE | $3,275 | $6,075-46.1% | $5,277-37.9% | $5,609-41.6% |
| Admin fee / account holder | $540 | $11,472-95.3% | $9,110-94.1% | $10,828-95.0% |