Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,359 | $86,938-53.6% | $102,423-60.6% | $80,925-50.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -46.24% | 18.89%-65.1pp | 29.42%-75.7pp | 35.65%-81.9pp |
| Employer contribution / active EE | $9,410 | $2,369+297.2% | $3,023+211.3% | $2,756+241.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,176 | $8,053-35.7% | $9,455-45.3% | $6,940-25.4% |