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 | $25,802 | $82,678-68.8% | $125,391-79.4% | $68,490-62.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.51% | -5.97%-13.5pp | 572.41%-591.9pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,846 | $3,382-15.9% | $4,816-40.9% | $2,597+9.6% |
| Participant deferral / active EE | $5,701 | $6,111-6.7% | $7,448-23.5% | $4,028+41.5% |
| Admin fee / account holder | $1,142 | $6,277-81.8% | $10,009-88.6% | $5,403-78.9% |