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 | $15,509 | $126,113-87.7% | $116,096-86.6% | $155,188-90.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | -0.17% | 391.72%-391.9pp | 326.25%-326.4pp | 148.84%-149.0pp |
| Employer contribution / active EE | $1,218 | $2,672-54.4% | $2,503-51.4% | $4,248-71.3% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $504 | $8,045-93.7% | $7,704-93.5% | $14,480-96.5% |