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 | $23,687 | $96,956-75.6% | $69,779-66.1% | $273,972-91.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | -0.61% | 12.93%-13.5pp | 12.99%-13.6pp | 41.46%-42.1pp |
| Employer contribution / active EE | $5,457 | $3,316+64.6% | $2,338+133.4% | $4,869+12.1% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,494 | $7,934-30.7% | $4,381+25.4% | $10,133-45.8% |