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 | $19,280 | $57,352-66.4% | $83,830-77.0% | $64,173-70.0% |
| Participation rate | 88.2% | 68.6%+19.6pp | 76.1%+12.1pp | 69.6%+18.7pp |
| Annual return | -9.00% | 11.38%-20.4pp | 850.97%-860.0pp | 7.63%-16.6pp |
| Employer contribution / active EE | $9,532 | $2,546+274.5% | $3,631+162.5% | $2,381+300.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,661 | $4,046-59.0% | $5,479-69.7% | $4,887-66.0% |