Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $42,776 | $111,785-61.7% | $93,669-54.3% | $145,877-70.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 203.79%-203.8pp | 133.59%-133.6pp | 551.28%-551.3pp |
| Employer contribution / active EE | $2,223 | $3,096-28.2% | $2,424-8.3% | $4,663-52.3% |
| Participant deferral / active EE | $6,475 | $4,919+31.6% | $4,416+46.6% | $6,691-3.2% |
| Admin fee / account holder | $4,094 | $10,256-60.1% | $8,291-50.6% | $13,402-69.5% |