Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,257 | $93,617-69.8% | $135,982-79.2% | $75,177-62.4% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | -88.93% | 30.89%-119.8pp | 68.32%-157.3pp | 160.75%-249.7pp |
| Employer contribution / active EE | $15,337 | $3,538+333.5% | $4,859+215.6% | $2,671+474.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,560 | $6,980-34.7% | $10,767-57.7% | $5,651-19.3% |