Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $65,660 | $89,367-26.5% | $141,191-53.5% | $72,975-10.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -32.41% | 111.87%-144.3pp | 71.41%-103.8pp | 81.01%-113.4pp |
| Employer contribution / active EE | $3,986 | $3,115+28.0% | $4,736-15.8% | $2,440+63.3% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $27,171 | $5,957+356.2% | $10,264+164.7% | $5,124+430.3% |