Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,685 | $52,678-66.4% | $75,784-76.7% | $59,633-70.3% |
| Participation rate | 95.2% | 67.2%+28.0pp | 75.8%+19.4pp | 68.7%+26.6pp |
| Annual return | -20.86% | 2.95%-23.8pp | 9.68%-30.5pp | 2041.40%-2062.3pp |
| Employer contribution / active EE | $714 | $2,193-67.4% | $3,323-78.5% | $2,203-67.6% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $461 | $3,610-87.2% | $5,300-91.3% | $4,297-89.3% |