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 | $80,334 | $59,111+35.9% | $86,451-7.1% | $68,490+17.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -25.21% | -0.22%-25.0pp | 4398.51%-4423.7pp | -7.85%-17.4pp |
| Employer contribution / active EE | $4,350 | $2,519+72.7% | $3,770+15.4% | $2,597+67.5% |
| Participant deferral / active EE | $6,925 | $5,900+17.4% | $6,953-0.4% | $4,028+71.9% |
| Admin fee / account holder | $739 | $5,640-86.9% | $6,734-89.0% | $5,403-86.3% |