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 | $70,592 | $133,998-47.3% | $112,263-37.1% | $134,545-47.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -37.34% | 47.17%-84.5pp | 27.49%-64.8pp | 418.37%-455.7pp |
| Employer contribution / active EE | $28,282 | $4,040+600.0% | $3,636+677.8% | $4,742+496.5% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,894 | $7,493-21.3% | $6,410-8.0% | $11,431-48.4% |