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 | $12,647 | $42,383-70.2% | $76,518-83.5% | $64,173-80.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -25.23% | -16.54%-8.7pp | -0.27%-25.0pp | 7.63%-32.9pp |
| Employer contribution / active EE | $313 | $1,563-80.0% | $2,647-88.2% | $2,381-86.9% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $870 | $3,198-72.8% | $4,849-82.1% | $4,887-82.2% |