Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,089 | $95,188-78.9% | $76,518-73.7% | $135,380-85.2% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | -18.15% | 4.85%-23.0pp | -0.27%-17.9pp | 519.81%-538.0pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,254 | $4,640+99.4% | $3,836+141.2% | $5,609+65.0% |
| Admin fee / account holder | $373 | $6,249-94.0% | $4,849-92.3% | $10,828-96.6% |