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 | $12,993 | $39,798-67.4% | $67,704-80.8% | $59,633-78.2% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -3.86% | 89.94%-93.8pp | 25.41%-29.3pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $4,747 | $1,393+240.8% | $2,559+85.5% | $2,203+115.5% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,414 | $3,212+68.6% | $4,255+27.2% | $4,297+26.0% |