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 | $94,938 | $82,678+14.8% | $125,391-24.3% | $68,490+38.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.59% | -5.97%-15.6pp | 572.41%-594.0pp | -7.85%-13.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $17,392 | $6,111+184.6% | $7,448+133.5% | $4,028+331.8% |
| Admin fee / account holder | $9,432 | $6,277+50.3% | $10,009-5.8% | $5,403+74.6% |