Sign up free to preview peer percentile detail
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 | $31,250 | $86,938-64.1% | $102,423-69.5% | $80,925-61.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -72.97% | 18.89%-91.9pp | 29.42%-102.4pp | 35.65%-108.6pp |
| Employer contribution / active EE | $18,230 | $2,369+669.5% | $3,023+503.1% | $2,756+561.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,169 | $8,053+38.7% | $9,455+18.1% | $6,940+60.9% |