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 | $20,315 | $95,188-78.7% | $76,518-73.5% | $135,379-85.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -11.34% | 4.85%-16.2pp | -0.27%-11.1pp | 519.79%-531.1pp |
| Employer contribution / active EE | $4,708 | $3,303+42.5% | $2,647+77.8% | $4,779-1.5% |
| Participant deferral / active EE | $11,894 | $4,640+156.3% | $3,836+210.1% | $5,609+112.0% |
| Admin fee / account holder | $4,275 | $6,249-31.6% | $4,849-11.8% | $10,828-60.5% |