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 | $82,289 | $107,421-23.4% | $182,262-54.9% | $94,015-12.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | -18.67% | 21.32%-40.0pp | 140.60%-159.3pp | 17.84%-36.5pp |
| Employer contribution / active EE | $12,053 | $3,448+249.6% | $5,046+138.9% | $2,790+332.0% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $5,737 | $8,692-34.0% | $16,712-65.7% | $8,951-35.9% |