Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $127,549 | $75,962+67.9% | $154,108-17.2% | $64,173+98.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.04% | 30.32%-38.4pp | 735.21%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,502 | $3,350-25.3% | $5,298-52.8% | $2,381+5.1% |
| Participant deferral / active EE | $4,704 | $3,175+48.2% | $5,081-7.4% | $3,470+35.6% |
| Admin fee / account holder | $3,776 | $5,589-32.4% | $13,411-71.8% | $4,887-22.7% |