Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,992 | $72,071-58.4% | $68,368-56.1% | $137,256-78.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -12.72% | 353.14%-365.9pp | 292.57%-305.3pp | 220.34%-233.1pp |
| Employer contribution / active EE | $959 | $2,788-65.6% | $2,649-63.8% | $4,156-76.9% |
| Participant deferral / active EE | $959 | $4,410-78.3% | $4,123-76.7% | $6,407-85.0% |
| Admin fee / account holder | $9,287 | $5,336+74.1% | $5,150+80.3% | $12,270-24.3% |