Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,636 | $105,960-79.6% | $81,726-73.5% | $158,982-86.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | -49.71% | 38.19%-87.9pp | 29.49%-79.2pp | 302.99%-352.7pp |
| Employer contribution / active EE | $13,800 | $7,805+76.8% | $4,311+220.1% | $4,763+189.7% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,143 | $8,494-51.2% | $5,160-19.7% | $11,252-63.2% |