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 | $47,289 | $63,773-25.8% | $81,286-41.8% | $80,925-41.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | -28.68% | 16.37%-45.1pp | 24.80%-53.5pp | 35.65%-64.3pp |
| Employer contribution / active EE | $1,734 | $1,979-12.4% | $2,463-29.6% | $2,756-37.1% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,883-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,153 | $5,682+78.7% | $5,764+76.2% | $6,940+46.3% |