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 | $33,237 | $67,372-50.7% | $60,906-45.4% | $134,532-75.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -91.80% | 50.05%-141.8pp | 16.94%-108.7pp | 418.27%-510.1pp |
| Employer contribution / active EE | $2,476 | $3,099-20.1% | $2,703-8.4% | $4,741-47.8% |
| Participant deferral / active EE | $2,477 | $4,532-45.3% | $3,814-35.1% | $6,401-61.3% |
| Admin fee / account holder | $388 | $4,588-91.5% | $3,227-88.0% | $11,429-96.6% |