Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $76,604 | $138,102-44.5% | $125,381-38.9% | $134,532-43.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.90% | 750.73%-774.6pp | 572.31%-596.2pp | 418.27%-442.2pp |
| Employer contribution / active EE | $18,032 | $5,245+243.8% | $4,815+274.5% | $4,741+280.3% |
| Participant deferral / active EE | $14,510 | $7,801+86.0% | $7,448+94.8% | $6,401+126.7% |
| Admin fee / account holder | $2,037 | $11,568-82.4% | $10,007-79.6% | $11,429-82.2% |