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 | $76,816 | $154,193-50.2% | $130,045-40.9% | $139,466-44.9% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.5%+12.0pp | 80.3%+10.1pp |
| Annual return | -9.24% | 32.51%-41.7pp | -137.30%+128.1pp | 373.66%-382.9pp |
| Employer contribution / active EE | $5,818 | $5,292+9.9% | $4,321+34.6% | $4,754+22.4% |
| Participant deferral / active EE | $12,825 | $6,709+91.2% | $5,820+120.4% | $6,712+91.1% |
| Admin fee / account holder | $4,822 | $13,989-65.5% | $10,600-54.5% | $11,409-57.7% |