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 | $69,368 | $29,716+133.4% | $56,077+23.7% | $80,925-14.3% |
| Participation rate | 96.2% | 41.7%+54.5pp | 52.5%+43.7pp | 67.7%+28.5pp |
| Annual return | -9.98% | 35.30%-45.3pp | 1709.28%-1719.3pp | 35.65%-45.6pp |
| Employer contribution / active EE | $8,989 | $671+1239.7% | $1,040+764.1% | $2,756+226.1% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,321 | $2,432+159.9% | $2,825+123.8% | $6,940-8.9% |