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 | $47,838 | $95,975-50.2% | $74,552-35.8% | $135,382-64.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.48% | 56.96%-67.4pp | 32.53%-43.0pp | 519.77%-530.2pp |
| Employer contribution / active EE | $4,896 | $2,716+80.3% | $1,961+149.7% | $4,779+2.5% |
| Participant deferral / active EE | $14,232 | $3,844+270.3% | $3,108+357.9% | $5,609+153.7% |
| Admin fee / account holder | $404 | $6,522-93.8% | $5,060-92.0% | $10,829-96.3% |