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 | $23,667 | $138,076-82.9% | $123,553-80.8% | $135,380-82.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.44% | 153.70%-163.1pp | 119.21%-128.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $2,143 | $5,152-58.4% | $4,628-53.7% | $4,779-55.2% |
| Participant deferral / active EE | $6,040 | $6,800-11.2% | $6,426-6.0% | $5,609+7.7% |
| Admin fee / account holder | $606 | $10,917-94.5% | $9,284-93.5% | $10,828-94.4% |