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 | $27,949 | $58,275-52.0% | $81,844-65.9% | $80,935-65.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 5.01% | 41.82%-36.8pp | 778.87%-773.9pp | 35.66%-30.6pp |
| Employer contribution / active EE | $1,355 | $2,346-42.2% | $2,916-53.5% | $2,757-50.9% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,928 | $4,749-59.4% | $7,355-73.8% | $6,924-72.2% |