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 | $36,820 | $39,798-7.5% | $67,704-45.6% | $59,633-38.3% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -4.65% | 89.94%-94.6pp | 25.41%-30.1pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $3,029 | $1,393+117.5% | $2,559+18.4% | $2,203+37.5% |
| Participant deferral / active EE | $1,755 | $2,335-24.8% | $3,585-51.0% | $3,192-45.0% |
| Admin fee / account holder | $3,543 | $3,212+10.3% | $4,255-16.7% | $4,297-17.5% |