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 | $34,167 | $211,946-83.9% | $169,452-79.8% | $135,379-74.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -32.58% | 3.26%-35.8pp | 1.83%-34.4pp | 519.79%-552.4pp |
| Employer contribution / active EE | $1,729 | $5,117-66.2% | $4,157-58.4% | $4,779-63.8% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,655 | $11,472+19.0% | $9,110+49.9% | $10,828+26.1% |