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 | $81,230 | $135,645-40.1% | $110,243-26.3% | $135,379-40.0% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -9.43% | 513.24%-522.7pp | 314.76%-324.2pp | 519.79%-529.2pp |
| Employer contribution / active EE | $2,541 | $4,907-48.2% | $3,827-33.6% | $4,779-46.8% |
| Participant deferral / active EE | $8,689 | $5,507+57.8% | $4,672+86.0% | $5,609+54.9% |
| Admin fee / account holder | $572 | $11,458-95.0% | $8,548-93.3% | $10,828-94.7% |