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 | $56,661 | $160,059-64.6% | $140,019-59.5% | $135,380-58.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.42% | 911.48%-923.9pp | 651.17%-663.6pp | 519.81%-532.2pp |
| Employer contribution / active EE | $4,296 | $6,420-33.1% | $5,605-23.4% | $4,779-10.1% |
| Participant deferral / active EE | $10,459 | $7,641+36.9% | $6,927+51.0% | $5,609+86.5% |
| Admin fee / account holder | $9,302 | $13,328-30.2% | $10,705-13.1% | $10,828-14.1% |