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 | $60,629 | $101,795-40.4% | $165,100-63.3% | $80,959-25.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -48.60% | 16.73%-65.3pp | 70.21%-118.8pp | 35.67%-84.3pp |
| Employer contribution / active EE | $13,050 | $2,954+341.8% | $4,348+200.1% | $2,757+373.3% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,051 | $8,221-75.1% | $12,696-83.8% | $6,925-70.4% |