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 | $71,210 | $92,766-23.2% | $82,763-14.0% | $134,545-47.1% |
| Participation rate | 95.8% | 75.2%+20.6pp | 72.6%+23.3pp | 81.2%+14.6pp |
| Annual return | -30.43% | 946.97%-977.4pp | 702.45%-732.9pp | 418.37%-448.8pp |
| Employer contribution / active EE | $6,733 | $3,273+105.7% | $3,008+123.8% | $4,742+42.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,629 | $5,978-22.6% | $5,325-13.1% | $11,431-59.5% |