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 | $65,338 | $112,933-42.1% | $90,970-28.2% | $158,982-58.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -0.62% | 215.82%-216.4pp | 134.60%-135.2pp | 302.99%-303.6pp |
| Employer contribution / active EE | $6,496 | $2,893+124.5% | $2,122+206.2% | $4,763+36.4% |
| Participant deferral / active EE | $7,192 | $4,128+74.2% | $3,373+113.2% | $5,983+20.2% |
| Admin fee / account holder | $491 | $8,047-93.9% | $5,961-91.8% | $11,252-95.6% |