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 | $23,097 | $87,546-73.6% | $75,784-69.5% | $125,389-81.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -6.33% | 13.49%-19.8pp | 9.68%-16.0pp | 282.24%-288.6pp |
| Employer contribution / active EE | $6,071 | $3,930+54.5% | $3,323+82.7% | $4,866+24.8% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,418 | $6,503-78.2% | $5,300-73.3% | $9,541-85.1% |