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 | $39,198 | $82,674-52.6% | $125,363-68.7% | $68,495-42.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.88% | -5.97%-15.9pp | 572.15%-594.0pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,610 | $3,382-52.4% | $4,815-66.6% | $2,596-38.0% |
| Participant deferral / active EE | $3,277 | $6,111-46.4% | $7,447-56.0% | $4,028-18.6% |
| Admin fee / account holder | $5,064 | $6,276-19.3% | $10,005-49.4% | $5,403-6.3% |