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 | $46,015 | $101,950-54.9% | $125,529-63.3% | $86,983-47.1% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | -9.74% | 18.29%-28.0pp | 202.56%-212.3pp | 25.83%-35.6pp |
| Employer contribution / active EE | $4,222 | $2,358+79.0% | $3,058+38.1% | $2,584+63.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,707 | $12,791-71.0% | $16,298-77.3% | $7,856-52.8% |