Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,147 | $81,504-63.0% | $102,437-70.6% | $80,959-62.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -15.87% | 25.60%-41.5pp | 24.95%-40.8pp | 35.67%-51.5pp |
| Employer contribution / active EE | $26,108 | $3,104+741.2% | $3,871+574.5% | $2,757+846.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,347 | $6,719+24.2% | $8,388-0.5% | $6,925+20.5% |