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 | $97,301 | $115,903-16.0% | $100,528-3.2% | $158,966-38.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -30.71% | 34.80%-65.5pp | 30.90%-61.6pp | 302.95%-333.7pp |
| Employer contribution / active EE | $868 | $4,105-78.9% | $3,419-74.6% | $4,762-81.8% |
| Participant deferral / active EE | $5,657 | $6,677-15.3% | $6,271-9.8% | $5,983-5.4% |
| Admin fee / account holder | $471 | $11,000-95.7% | $8,084-94.2% | $11,250-95.8% |