Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,029 | $88,996-77.5% | $78,004-74.3% | $138,895-85.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | -18.59% | 28.03%-46.6pp | 31.07%-49.7pp | 145.39%-164.0pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,356 | $4,724+98.0% | $4,092+128.6% | $6,396+46.3% |
| Admin fee / account holder | $8,105 | $8,807-8.0% | $7,578+7.0% | $12,562-35.5% |