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 | $0 | $54,763-100.0% | $90,324-100.0% | $72,976-100.0% |
| Participation rate | 98.4% | 65.2%+33.2pp | 73.3%+25.1pp | 69.5%+28.9pp |
| Annual return | -101.32% | 30.63%-132.0pp | 78.15%-179.5pp | 81.02%-182.3pp |
| Employer contribution / active EE | $2,034 | $2,093-2.8% | $2,856-28.8% | $2,440-16.6% |
| Participant deferral / active EE | $3,619 | $2,887+25.3% | $3,885-6.9% | $3,608+0.3% |
| Admin fee / account holder | $2,910 | $3,973-26.8% | $5,356-45.7% | $5,124-43.2% |