Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $39,894 | $102,429-61.1% | $147,096-72.9% | $80,925-50.7% |
| Participation rate | 96.5% | 75.9%+20.6pp | 82.2%+14.3pp | 67.7%+28.8pp |
| Annual return | -25.12% | 135.02%-160.1pp | 419.75%-444.9pp | 35.65%-60.8pp |
| Employer contribution / active EE | $16,465 | $3,716+343.1% | $4,936+233.6% | $2,756+497.4% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,416 | $7,957+56.0% | $13,005-4.5% | $6,940+78.9% |