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 | $29,174 | $180,459-83.8% | $154,108-81.1% | $135,380-78.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.12% | 888.21%-902.3pp | 735.21%-749.3pp | 519.81%-533.9pp |
| Employer contribution / active EE | $5,251 | $6,035-13.0% | $5,298-0.9% | $4,779+9.9% |
| Participant deferral / active EE | $3,575 | $5,806-38.4% | $5,081-29.6% | $5,609-36.3% |
| Admin fee / account holder | $1,112 | $16,145-93.1% | $13,411-91.7% | $10,828-89.7% |