Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,399 | $133,981-69.8% | $112,249-64.0% | $134,532-70.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.89% | 47.16%-71.1pp | 27.48%-51.4pp | 418.27%-442.2pp |
| Employer contribution / active EE | $4,912 | $4,040+21.6% | $3,636+35.1% | $4,741+3.6% |
| Participant deferral / active EE | $6,879 | $5,292+30.0% | $4,729+45.5% | $6,401+7.5% |
| Admin fee / account holder | $5,149 | $7,492-31.3% | $6,412-19.7% | $11,429-54.9% |