Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,049 | $82,678-46.7% | $125,391-64.9% | $68,490-35.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -61.15% | -5.97%-55.2pp | 572.41%-633.6pp | -7.85%-53.3pp |
| Employer contribution / active EE | $21,692 | $3,382+541.4% | $4,816+350.4% | $2,597+735.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $556 | $6,277-91.1% | $10,009-94.4% | $5,403-89.7% |