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 | $28,714 | $138,114-79.2% | $125,391-77.1% | $134,545-78.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.99% | 750.88%-782.9pp | 572.41%-604.4pp | 418.37%-450.4pp |
| Employer contribution / active EE | $2,112 | $5,246-59.7% | $4,816-56.2% | $4,742-55.5% |
| Participant deferral / active EE | $7,804 | $7,8010% | $7,448+4.8% | $6,401+21.9% |
| Admin fee / account holder | $1,011 | $11,570-91.3% | $10,009-89.9% | $11,431-91.2% |