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 | $59,585 | $92,684-35.7% | $82,706-28.0% | $134,509-55.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -21.86% | 945.84%-967.7pp | 701.76%-723.6pp | 418.13%-440.0pp |
| Employer contribution / active EE | $3,067 | $3,272-6.3% | $3,007+2.0% | $4,741-35.3% |
| Participant deferral / active EE | $6,499 | $4,800+35.4% | $4,394+47.9% | $6,400+1.5% |
| Admin fee / account holder | $440 | $5,982-92.7% | $5,329-91.8% | $11,427-96.2% |