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 | $74,841 | $78,423-4.6% | $95,964-22.0% | $79,856-6.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -3.97% | 19.37%-23.3pp | 91.64%-95.6pp | 31.71%-35.7pp |
| Employer contribution / active EE | $6,466 | $1,945+232.3% | $2,541+154.4% | $2,471+161.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,913 | $5,622+23.0% | $6,797+1.7% | $5,306+30.3% |