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 | $30,291 | $95,188-68.2% | $76,518-60.4% | $135,379-77.6% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -11.31% | 4.85%-16.2pp | -0.27%-11.0pp | 519.79%-531.1pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,179 | $4,640+119.4% | $3,836+165.4% | $5,609+81.5% |
| Admin fee / account holder | $11,111 | $6,249+77.8% | $4,849+129.2% | $10,828+2.6% |