Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $54,456 | $138,102-60.6% | $125,381-56.6% | $134,532-59.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.99% | 750.73%-771.7pp | 572.31%-593.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $2,658 | $5,245-49.3% | $4,815-44.8% | $4,741-43.9% |
| Participant deferral / active EE | $9,625 | $7,801+23.4% | $7,448+29.2% | $6,401+50.4% |
| Admin fee / account holder | $7,890 | $11,568-31.8% | $10,007-21.2% | $11,429-31.0% |