Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,349 | $27,639-69.8% | $61,501-86.4% | $68,490-87.8% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -28.77% | -13.19%-15.6pp | 339.04%-367.8pp | -7.85%-20.9pp |
| Employer contribution / active EE | $2,729 | $696+292.1% | $1,160+135.3% | $2,597+5.1% |
| Participant deferral / active EE | $2,558 | $1,264+102.4% | $2,125+20.4% | $4,028-36.5% |
| Admin fee / account holder | $372 | $2,012-81.5% | $2,132-82.6% | $5,403-93.1% |