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 | $27,802 | $100,811-72.4% | $86,698-67.9% | $134,545-79.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.81% | 29.11%-54.9pp | 35.96%-61.8pp | 418.37%-444.2pp |
| Employer contribution / active EE | $3,063 | $3,490-12.3% | $2,837+8.0% | $4,742-35.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,750 | $10,926-65.7% | $7,492-49.9% | $11,431-67.2% |