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 | $22,660 | $124,980-81.9% | $108,359-79.1% | $154,746-85.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | -59.87% | 45.00%-104.9pp | 36.89%-96.8pp | 172.34%-232.2pp |
| Employer contribution / active EE | $8,821 | $2,851+209.4% | $2,399+267.6% | $4,379+101.4% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,206 | $11,502-72.1% | $9,741-67.1% | $14,365-77.7% |