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 | $65,423 | $82,324-20.5% | $68,803-4.9% | $134,545-51.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.28% | -2.17%-19.1pp | -6.37%-14.9pp | 418.37%-439.6pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,602 | $4,740+18.2% | $3,942+42.1% | $6,401-12.5% |
| Admin fee / account holder | $1,401 | $6,485-78.4% | $4,936-71.6% | $11,431-87.7% |