Sign up free to preview peer percentile detail
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 | $46,444 | $71,197-34.8% | $93,669-50.4% | $80,925-42.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | -46.40% | 11.27%-57.7pp | 133.59%-180.0pp | 35.65%-82.0pp |
| Employer contribution / active EE | $42,000 | $1,565+2584.3% | $2,424+1633.0% | $2,756+1423.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $22,434 | $6,959+222.4% | $8,291+170.6% | $6,940+223.3% |