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 | $37,868 | $176,402-78.5% | $134,162-71.8% | $158,982-76.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -2.56% | 63.66%-66.2pp | 36.35%-38.9pp | 302.99%-305.6pp |
| Employer contribution / active EE | $2,758 | $5,042-45.3% | $3,705-25.6% | $4,763-42.1% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,277 | $8,719-85.4% | $6,685-80.9% | $11,252-88.7% |