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 | $17,859 | $84,518-78.9% | $67,704-73.6% | $125,388-85.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -4.01% | 2.57%-6.6pp | 25.41%-29.4pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,458 | $3,292-55.7% | $2,559-43.0% | $4,866-70.0% |
| Participant deferral / active EE | $6,454 | $4,430+45.7% | $3,585+80.0% | $5,352+20.6% |
| Admin fee / account holder | $598 | $5,340-88.8% | $4,255-85.9% | $9,541-93.7% |