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 | $98,143 | $105,200-6.7% | $159,474-38.5% | $85,847+14.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -7.79% | 45.08%-52.9pp | 263.68%-271.5pp | 318.61%-326.4pp |
| Employer contribution / active EE | $2,932 | $3,319-11.6% | $4,831-39.3% | $2,565+14.3% |
| Participant deferral / active EE | $7,390 | $5,946+24.3% | $7,353+0.5% | $3,952+87.0% |
| Admin fee / account holder | $15,955 | $6,934+130.1% | $10,802+47.7% | $6,261+154.9% |