Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,832 | $55,713-46.5% | $75,901-60.7% | $72,975-59.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | -20.86% | 27.60%-48.5pp | 30.76%-51.6pp | 81.01%-101.9pp |
| Employer contribution / active EE | $5,442 | $1,687+222.6% | $2,501+117.6% | $2,440+123.0% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $788 | $3,980-80.2% | $5,420-85.5% | $5,124-84.6% |