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 | $27,892 | $103,038-72.9% | $90,324-69.1% | $152,909-81.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -6.41% | 95.25%-101.7pp | 78.15%-84.6pp | 345.46%-351.9pp |
| Employer contribution / active EE | $2,523 | $3,141-19.7% | $2,856-11.7% | $4,764-47.0% |
| Participant deferral / active EE | $7,291 | $4,282+70.3% | $3,885+87.7% | $5,851+24.6% |
| Admin fee / account holder | $609 | $6,177-90.1% | $5,356-88.6% | $11,601-94.8% |