Sign up free to preview peer percentile detail
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 | $56,863 | $102,422-44.5% | $147,117-61.3% | $80,959-29.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -36.58% | 135.16%-171.7pp | 420.54%-457.1pp | 35.67%-72.3pp |
| Employer contribution / active EE | $41,063 | $3,717+1004.6% | $4,932+732.5% | $2,757+1389.3% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,955 | $7,953+25.2% | $12,993-23.4% | $6,925+43.7% |