Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,225 | $65,566-53.9% | $86,235-65.0% | $75,177-59.8% |
| Participation rate | 97.7% | 60.5%+37.2pp | 69.0%+28.8pp | 67.2%+30.5pp |
| Annual return | -54.38% | 46.07%-100.5pp | 1170.03%-1224.4pp | 160.75%-215.1pp |
| Employer contribution / active EE | $17,901 | $1,553+1052.5% | $2,381+651.8% | $2,671+570.2% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,809 | $5,470-66.9% | $6,856-73.6% | $5,651-68.0% |