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 | $14,198 | $104,106-86.4% | $71,086-80.0% | $135,382-89.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -26.76% | 1256.30%-1283.1pp | 650.59%-677.3pp | 519.77%-546.5pp |
| Employer contribution / active EE | $3,354 | $1,485+125.9% | $1,088+208.4% | $4,779-29.8% |
| Participant deferral / active EE | $5,203 | $2,527+105.9% | $1,874+177.6% | $5,609-7.2% |
| Admin fee / account holder | $1,563 | $4,142-62.3% | $3,082-49.3% | $10,829-85.6% |