Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,307 | $91,559-64.7% | $133,978-75.9% | $79,856-59.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -25.65% | 61.85%-87.5pp | 45.10%-70.7pp | 31.71%-57.4pp |
| Employer contribution / active EE | $10,240 | $2,384+329.6% | $3,919+161.3% | $2,471+314.4% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,993 | $6,321-52.6% | $8,930-66.5% | $5,306-43.6% |