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 | $65,900 | $65,704+0.3% | $94,229-30.1% | $59,633+10.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -10.15% | 5.22%-15.4pp | 10.68%-20.8pp | 2041.45%-2051.6pp |
| Employer contribution / active EE | $11,111 | $2,021+449.9% | $3,587+209.8% | $2,203+404.4% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,447 | $4,265-66.1% | $6,269-76.9% | $4,297-66.3% |