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 | $36,375 | $73,518-50.5% | $63,003-42.3% | $147,585-75.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | -10.46% | 175.46%-185.9pp | 87.59%-98.0pp | 578.57%-589.0pp |
| Employer contribution / active EE | $436 | $3,322-86.9% | $2,760-84.2% | $4,876-91.1% |
| Participant deferral / active EE | $4,387 | $4,183+4.9% | $3,329+31.8% | $5,439-19.3% |
| Admin fee / account holder | $496 | $5,952-91.7% | $3,600-86.2% | $10,885-95.4% |