Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $75,188 | $198,462-62.1% | $170,439-55.9% | $147,585-49.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -64.08% | 257.30%-321.4pp | 205.94%-270.0pp | 578.58%-642.7pp |
| Employer contribution / active EE | $2,268 | $6,184-63.3% | $5,433-58.3% | $4,876-53.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $130,099 | $16,852+672.0% | $13,881+837.3% | $10,886+1095.2% |