Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,267 | $72,273-54.0% | $101,275-67.2% | $79,856-58.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -13.10% | 22.30%-35.4pp | 46.48%-59.6pp | 31.71%-44.8pp |
| Employer contribution / active EE | $2,020 | $2,691-24.9% | $3,660-44.8% | $2,471-18.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $651 | $4,401-85.2% | $5,948-89.0% | $5,306-87.7% |