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 | $7,705 | $27,924-72.4% | $58,544-86.8% | $75,181-89.8% |
| Participation rate | 85.2% | 38.8%+46.3pp | 50.9%+34.3pp | 67.2%+18.0pp |
| Annual return | 13.90% | 44.20%-30.3pp | 4249.56%-4235.7pp | 160.69%-146.8pp |
| Employer contribution / active EE | $508 | $669-24.1% | $1,053-51.8% | $2,671-81.0% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $990 | $1,726-42.6% | $2,520-60.7% | $5,650-82.5% |