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 | $29,142 | $51,638-43.6% | $68,368-57.4% | $82,448-64.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 4.16% | 37.53%-33.4pp | 292.57%-288.4pp | 41.64%-37.5pp |
| Employer contribution / active EE | $1,286 | $2,047-37.2% | $2,649-51.5% | $2,551-49.6% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $368 | $4,643-92.1% | $5,150-92.9% | $7,234-94.9% |