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 | $27,001 | $64,462-58.1% | $81,482-66.9% | $80,911-66.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | -25.05% | 16.35%-41.4pp | 24.79%-49.8pp | 35.63%-60.7pp |
| Employer contribution / active EE | $11,085 | $1,979+460.2% | $2,463+350.0% | $2,756+302.2% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,885-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,222 | $5,678-43.3% | $5,761-44.1% | $6,935-53.5% |