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 | $30,029 | $80,992-62.9% | $96,534-68.9% | $75,173-60.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -6.68% | 27.05%-33.7pp | 25.88%-32.6pp | 160.72%-167.4pp |
| Employer contribution / active EE | $1,285 | $2,283-43.7% | $2,965-56.7% | $2,671-51.9% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,136 | $6,717+21.1% | $8,253-1.4% | $5,651+44.0% |