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 | $26,622 | $76,367-65.1% | $93,614-71.6% | $72,983-63.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | -33.43% | 25.82%-59.2pp | 32.76%-66.2pp | 81.01%-114.4pp |
| Employer contribution / active EE | $9,231 | $2,275+305.7% | $2,718+239.6% | $2,440+278.3% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,535 | $6,838-48.3% | $7,889-55.2% | $5,124-31.0% |