Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,620 | $99,644-80.3% | $86,438-77.3% | $134,532-85.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.03% | 6787.26%-6818.3pp | 4397.19%-4428.2pp | 418.27%-449.3pp |
| Employer contribution / active EE | $2,546 | $4,402-42.2% | $3,769-32.4% | $4,741-46.3% |
| Participant deferral / active EE | $11,920 | $7,247+64.5% | $6,952+71.5% | $6,401+86.2% |
| Admin fee / account holder | $1,442 | $8,375-82.8% | $6,733-78.6% | $11,429-87.4% |