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 | $109,012 | $190,862-42.9% | $159,991-31.9% | $134,509-19.0% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.0%-0.2pp | 81.2%-3.5pp |
| Annual return | -20.62% | 552.59%-573.2pp | 408.82%-429.4pp | 418.13%-438.8pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,706 | $6,924+98.0% | $6,183+121.7% | $6,400+114.1% |
| Admin fee / account holder | $9,664 | $10,495-7.9% | $8,715+10.9% | $11,427-15.4% |