Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,357 | $102,429-60.6% | $147,096-72.6% | $80,925-50.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -6.68% | 135.02%-141.7pp | 419.75%-426.4pp | 35.65%-42.3pp |
| Employer contribution / active EE | $5,689 | $3,716+53.1% | $4,936+15.3% | $2,756+106.4% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,021 | $7,957-62.0% | $13,005-76.8% | $6,940-56.5% |