Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,602 | $61,125-85.9% | $94,057-90.9% | $87,485-90.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 0.19% | 35.20%-35.0pp | 480.62%-480.4pp | 26.06%-25.9pp |
| Employer contribution / active EE | $1,905 | $2,136-10.8% | $2,933-35.0% | $2,596-26.6% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $736 | $5,629-86.9% | $7,244-89.8% | $7,775-90.5% |