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 | $18,151 | $49,177-63.1% | $79,467-77.2% | $64,173-71.7% |
| Participation rate | 97.9% | 65.0%+32.8pp | 73.3%+24.5pp | 69.6%+28.3pp |
| Annual return | -9.30% | -1.16%-8.1pp | 718.30%-727.6pp | 7.63%-16.9pp |
| Employer contribution / active EE | $7,336 | $2,076+253.3% | $2,800+162.0% | $2,381+208.1% |
| Participant deferral / active EE | $6,187 | $2,821+119.3% | $3,704+67.0% | $3,470+78.3% |
| Admin fee / account holder | $3,538 | $3,839-7.8% | $5,104-30.7% | $4,887-27.6% |