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 | $49,832 | $160,028-68.9% | $147,080-66.1% | $145,884-65.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -44.14% | 98.60%-142.7pp | 420.17%-464.3pp | 551.85%-596.0pp |
| Employer contribution / active EE | $14,273 | $5,286+170.0% | $4,933+189.3% | $4,662+206.1% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,627 | $15,030-75.9% | $12,989-72.1% | $13,392-72.9% |