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 | $54,687 | $98,776-44.6% | $149,745-63.5% | $79,856-31.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -35.60% | 27.38%-63.0pp | 276.72%-312.3pp | 31.71%-67.3pp |
| Employer contribution / active EE | $10,425 | $3,217+224.0% | $4,646+124.4% | $2,471+321.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,800 | $6,053-53.7% | $9,312-69.9% | $5,306-47.2% |