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 | $46,825 | $61,787-24.2% | $97,197-51.8% | $80,925-42.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | -14.37% | -558.16%+543.8pp | 75.47%-89.8pp | 35.65%-50.0pp |
| Employer contribution / active EE | $27,418 | $1,836+1393.3% | $2,723+907.0% | $2,756+894.8% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,521 | $5,170-31.9% | $5,637-37.5% | $6,940-49.3% |