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 | $45,038 | $75,962-40.7% | $154,108-70.8% | $64,173-29.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.37% | 30.32%-38.7pp | 735.21%-743.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,704 | $3,350-49.1% | $5,298-67.8% | $2,381-28.4% |
| Participant deferral / active EE | $3,133 | $3,175-1.3% | $5,081-38.3% | $3,470-9.7% |
| Admin fee / account holder | $1,303 | $5,589-76.7% | $13,411-90.3% | $4,887-73.3% |