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 | $49,167 | $91,537-46.3% | $130,045-62.2% | $75,173-34.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -0.29% | -631.55%+631.3pp | -137.30%+137.0pp | 160.72%-161.0pp |
| Employer contribution / active EE | $3,643 | $2,845+28.1% | $4,321-15.7% | $2,671+36.4% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,525 | $6,780-33.3% | $10,600-57.3% | $5,651-19.9% |