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 | $79,504 | $102,382-22.3% | $147,005-45.9% | $80,874-1.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -4.99% | 134.89%-139.9pp | 418.76%-423.8pp | 35.62%-40.6pp |
| Employer contribution / active EE | $6,861 | $3,715+84.7% | $4,934+39.1% | $2,756+149.0% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $788 | $7,942-90.1% | $13,006-93.9% | $6,935-88.6% |