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 | $24,950 | $159,934-84.4% | $147,005-83.0% | $145,959-82.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -49.22% | 98.24%-147.5pp | 418.76%-468.0pp | 561.95%-611.2pp |
| Employer contribution / active EE | $31,213 | $5,287+490.3% | $4,934+532.6% | $4,661+569.7% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,695 | $15,053-82.1% | $13,006-79.3% | $13,398-79.9% |