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 | $47,468 | $99,079-52.1% | $78,002-39.1% | $273,972-82.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -6.14% | 217.93%-224.1pp | 425.99%-432.1pp | 41.46%-47.6pp |
| Employer contribution / active EE | $8,824 | $3,308+166.8% | $2,470+257.2% | $4,869+81.2% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,725 | $8,954-80.7% | $5,481-68.5% | $10,133-83.0% |