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 | $37,883 | $110,278-65.6% | $95,740-60.4% | $139,466-72.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -12.39% | 27.19%-39.6pp | 28.41%-40.8pp | 373.66%-386.1pp |
| Employer contribution / active EE | $23,481 | $3,260+620.2% | $2,836+727.9% | $4,754+393.9% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,179 | $6,613-67.1% | $5,676-61.6% | $11,409-80.9% |