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 | $31,406 | $75,962-58.7% | $154,108-79.6% | $64,173-51.1% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | -9.45% | 30.32%-39.8pp | 735.21%-744.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $2,391 | $3,350-28.6% | $5,298-54.9% | $2,381+0.4% |
| Participant deferral / active EE | $2,709 | $3,175-14.7% | $5,081-46.7% | $3,470-21.9% |
| Admin fee / account holder | $6,377 | $5,589+14.1% | $13,411-52.4% | $4,887+30.5% |