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 | $72,165 | $176,120-59.0% | $159,487-54.8% | $167,553-56.9% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | -55.58% | 331.95%-387.5pp | 263.71%-319.3pp | 478.89%-534.5pp |
| Employer contribution / active EE | $1,955 | $5,299-63.1% | $4,831-59.5% | $4,840-59.6% |
| Participant deferral / active EE | $5,494 | $7,752-29.1% | $7,354-25.3% | $6,343-13.4% |
| Admin fee / account holder | $93,674 | $12,561+645.8% | $10,804+767.1% | $12,316+660.6% |