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 | $63,252 | $131,835-52.0% | $108,582-41.7% | $273,972-76.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -3.78% | -91.57%+87.8pp | -51.70%+47.9pp | 41.46%-45.2pp |
| Employer contribution / active EE | $2,415 | $4,913-50.8% | $3,758-35.7% | $4,869-50.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $23,466 | $10,253+128.9% | $7,645+206.9% | $10,133+131.6% |