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 | $34,487 | $82,674-58.3% | $125,363-72.5% | $68,495-49.7% |
| Participation rate | 97.7% | 75.0%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -47.42% | -5.97%-41.5pp | 572.15%-619.6pp | -7.84%-39.6pp |
| Employer contribution / active EE | $5,458 | $3,382+61.4% | $4,815+13.4% | $2,596+110.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,031 | $6,276-83.6% | $10,005-89.7% | $5,403-80.9% |