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 | $27,763 | $167,353-83.4% | $143,797-80.7% | $134,545-79.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.12% | 0.48%-26.6pp | -0.04%-26.1pp | 418.37%-444.5pp |
| Employer contribution / active EE | $1,521 | $5,620-72.9% | $4,952-69.3% | $4,742-67.9% |
| Participant deferral / active EE | $8,662 | $6,447+34.4% | $5,638+53.6% | $6,401+35.3% |
| Admin fee / account holder | $4,273 | $18,096-76.4% | $14,679-70.9% | $11,431-62.6% |