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 | $40,859 | $63,346-35.5% | $92,240-55.7% | $70,126-41.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -9.29% | 530.19%-539.5pp | 176.29%-185.6pp | 73.15%-82.4pp |
| Employer contribution / active EE | $4,406 | $2,471+78.3% | $3,680+19.7% | $2,343+88.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $874 | $3,841-77.3% | $5,194-83.2% | $4,645-81.2% |